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
801
$9.92K ﹤0.01%
97
802
$9.82K ﹤0.01%
128
803
$9.82K ﹤0.01%
972
804
$9.8K ﹤0.01%
254
805
$9.79K ﹤0.01%
218
806
$9.69K ﹤0.01%
659
807
$9.69K ﹤0.01%
134
808
$9.65K ﹤0.01%
97
809
$9.65K ﹤0.01%
420
810
$9.62K ﹤0.01%
417
811
$9.61K ﹤0.01%
39
812
$9.61K ﹤0.01%
62
813
$9.59K ﹤0.01%
44
814
$9.47K ﹤0.01%
100
815
$9.31K ﹤0.01%
1,500
816
$9.27K ﹤0.01%
342
817
$9.23K ﹤0.01%
54
818
$9.21K ﹤0.01%
5
819
$9.2K ﹤0.01%
195
820
$9.18K ﹤0.01%
207
821
$9.13K ﹤0.01%
200
822
$9.09K ﹤0.01%
33
+4
823
$9.07K ﹤0.01%
815
824
$9.02K ﹤0.01%
104
825
$9.01K ﹤0.01%
227
31 32
33
34 35