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
951
$5.48K ﹤0.01%
489
952
$5.47K ﹤0.01%
39
953
$5.47K ﹤0.01%
44
954
$5.46K ﹤0.01%
249
955
$5.44K ﹤0.01%
180
956
$5.41K ﹤0.01%
184
957
$5.41K ﹤0.01%
194
958
$5.37K ﹤0.01%
202
959
$5.34K ﹤0.01%
41
960
$5.34K ﹤0.01%
83
961
$5.31K ﹤0.01%
52
962
$5.29K ﹤0.01%
99
963
$5.23K ﹤0.01%
230
964
$5.22K ﹤0.01%
26
965
$5.19K ﹤0.01%
152
966
$5.18K ﹤0.01%
214
967
$5.16K ﹤0.01%
133
968
$5.15K ﹤0.01%
64
969
$5.14K ﹤0.01%
38
970
$5.05K ﹤0.01%
1,700
971
$5.01K ﹤0.01%
66
972
$5K ﹤0.01%
147
973
$4.98K ﹤0.01%
29
974
$4.97K ﹤0.01%
283
975
$4.94K ﹤0.01%
41
37 38
39
40 41