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
1126
$1.79K ﹤0.01%
59
1127
$1.77K ﹤0.01%
18
1128
$1.76K ﹤0.01%
100
1129
$1.76K ﹤0.01%
159
1130
$1.76K ﹤0.01%
39
1131
$1.69K ﹤0.01%
32
1132
$1.67K ﹤0.01%
200
1133
$1.63K ﹤0.01%
24
+11
1134
$1.59K ﹤0.01%
54
1135
$1.57K ﹤0.01%
15
1136
$1.57K ﹤0.01%
26
1137
$1.57K ﹤0.01%
23
+5
1138
$1.57K ﹤0.01%
64
1139
$1.5K ﹤0.01%
+10
1140
$1.5K ﹤0.01%
228
-227
1141
$1.49K ﹤0.01%
18
1142
$1.47K ﹤0.01%
6
+2
1143
$1.46K ﹤0.01%
4
1144
$1.45K ﹤0.01%
56
1145
$1.44K ﹤0.01%
41
1146
$1.43K ﹤0.01%
108
1147
$1.43K ﹤0.01%
61
1148
$1.42K ﹤0.01%
42
1149
$1.41K ﹤0.01%
39
1150
$1.4K ﹤0.01%
34
44 45
46
47 48