KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$940K
3
+$918K
4
BSMQ icon
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
+$770K
5
BSMP icon
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$652K

Top Sells

1
+$461K
2
+$384K
3
+$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$10.6K ﹤0.01%
21
+3
777
$10.6K ﹤0.01%
67
778
$10.6K ﹤0.01%
1,749
779
$10.6K ﹤0.01%
1,000
780
$10.5K ﹤0.01%
300
+15
781
$10.5K ﹤0.01%
50
782
$10.5K ﹤0.01%
219
783
$10.5K ﹤0.01%
97
784
$10.4K ﹤0.01%
87
785
$10.4K ﹤0.01%
25
786
$10.4K ﹤0.01%
32
787
$10.4K ﹤0.01%
255
788
$10.3K ﹤0.01%
38
+5
789
$10.3K ﹤0.01%
916
790
$10.3K ﹤0.01%
74
791
$10.2K ﹤0.01%
37
792
$10.2K ﹤0.01%
106
793
$10.2K ﹤0.01%
302
794
$10.2K ﹤0.01%
335
795
$10.2K ﹤0.01%
140
796
$10.1K ﹤0.01%
34
797
$10.1K ﹤0.01%
1,200
798
$10.1K ﹤0.01%
61
799
$10K ﹤0.01%
108
-44
800
$10K ﹤0.01%
1,412
+36
30 31
32
33 34