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
876
$7.13K ﹤0.01%
69
877
$7.03K ﹤0.01%
360
878
$7.03K ﹤0.01%
41
879
$7.03K ﹤0.01%
41
880
$7K ﹤0.01%
96
881
$7K ﹤0.01%
12
882
$6.98K ﹤0.01%
200
+100
883
$6.96K ﹤0.01%
29
884
$6.96K ﹤0.01%
180
885
$6.87K ﹤0.01%
175
886
$6.84K ﹤0.01%
500
887
$6.84K ﹤0.01%
135
888
$6.83K ﹤0.01%
234
889
$6.82K ﹤0.01%
107
890
$6.8K ﹤0.01%
342
891
$6.72K ﹤0.01%
139
892
$6.7K ﹤0.01%
57
+8
893
$6.7K ﹤0.01%
50
894
$6.7K ﹤0.01%
498
895
$6.67K ﹤0.01%
288
896
$6.63K ﹤0.01%
115
897
$6.62K ﹤0.01%
63
898
$6.61K ﹤0.01%
169
899
$6.6K ﹤0.01%
334
900
$6.6K ﹤0.01%
61
34 35
36
37 38