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
826
$8.97K ﹤0.01%
47
+4
827
$8.95K ﹤0.01%
96
828
$8.93K ﹤0.01%
785
829
$8.9K ﹤0.01%
202
830
$8.89K ﹤0.01%
157
831
$8.86K ﹤0.01%
136
+10
832
$8.85K ﹤0.01%
138
+9
833
$8.77K ﹤0.01%
48
834
$8.74K ﹤0.01%
15
+2
835
$8.72K ﹤0.01%
48
836
$8.71K ﹤0.01%
245
837
$8.7K ﹤0.01%
84
838
$8.55K ﹤0.01%
73
839
$8.43K ﹤0.01%
120
840
$8.35K ﹤0.01%
143
841
$8.34K ﹤0.01%
280
842
$8.3K ﹤0.01%
47
843
$8.29K ﹤0.01%
123
844
$8.19K ﹤0.01%
114
+14
845
$8.18K ﹤0.01%
274
846
$8.1K ﹤0.01%
73
847
$8.02K ﹤0.01%
170
848
$8K ﹤0.01%
116
849
$7.96K ﹤0.01%
17
850
$7.92K ﹤0.01%
221
32 33
34
35 36