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
1026
$3.88K ﹤0.01%
84
1027
$3.82K ﹤0.01%
16
1028
$3.8K ﹤0.01%
122
1029
$3.79K ﹤0.01%
104
1030
$3.78K ﹤0.01%
73
1031
$3.74K ﹤0.01%
91
+24
1032
$3.71K ﹤0.01%
78
1033
$3.64K ﹤0.01%
46
1034
$3.6K ﹤0.01%
75
1035
$3.56K ﹤0.01%
67
1036
$3.45K ﹤0.01%
20
+15
1037
$3.45K ﹤0.01%
109
1038
$3.4K ﹤0.01%
141
1039
$3.4K ﹤0.01%
90
1040
$3.39K ﹤0.01%
112
1041
$3.37K ﹤0.01%
216
1042
$3.35K ﹤0.01%
87
1043
$3.35K ﹤0.01%
180
1044
$3.32K ﹤0.01%
16
1045
$3.32K ﹤0.01%
158
1046
$3.31K ﹤0.01%
50
1047
$3.27K ﹤0.01%
100
1048
$3.27K ﹤0.01%
200
1049
$3.26K ﹤0.01%
32
1050
$3.23K ﹤0.01%
14
40 41
42
43 44