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
926
$6.13K ﹤0.01%
137
927
$6.05K ﹤0.01%
13
928
$6.04K ﹤0.01%
75
+50
929
$6.04K ﹤0.01%
23
930
$6.03K ﹤0.01%
37
+2
931
$6.02K ﹤0.01%
57
932
$6K ﹤0.01%
69
933
$5.99K ﹤0.01%
194
934
$5.97K ﹤0.01%
52
935
$5.86K ﹤0.01%
291
936
$5.86K ﹤0.01%
96
937
$5.86K ﹤0.01%
17
938
$5.82K ﹤0.01%
135
939
$5.81K ﹤0.01%
183
940
$5.78K ﹤0.01%
137
941
$5.78K ﹤0.01%
+117
942
$5.77K ﹤0.01%
45
943
$5.76K ﹤0.01%
50
944
$5.74K ﹤0.01%
99
945
$5.7K ﹤0.01%
10
946
$5.67K ﹤0.01%
22
947
$5.67K ﹤0.01%
+173
948
$5.64K ﹤0.01%
58
949
$5.59K ﹤0.01%
31
+2
950
$5.58K ﹤0.01%
120
36 37
38
39 40