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
1176
$1.11K ﹤0.01%
7
+3
1177
$1.11K ﹤0.01%
+48
1178
$1.1K ﹤0.01%
+30
1179
$1.1K ﹤0.01%
38
1180
$1.09K ﹤0.01%
23
1181
$1.09K ﹤0.01%
18
1182
$1.09K ﹤0.01%
+7
1183
$1.08K ﹤0.01%
+12
1184
$1.08K ﹤0.01%
19
-1
1185
$1.07K ﹤0.01%
100
1186
$1.07K ﹤0.01%
100
1187
$1.06K ﹤0.01%
40
1188
$1.06K ﹤0.01%
2
1189
$1.05K ﹤0.01%
385
1190
$1.05K ﹤0.01%
13
1191
$1.05K ﹤0.01%
7
1192
$1.04K ﹤0.01%
14
+5
1193
$1.04K ﹤0.01%
89
1194
$997 ﹤0.01%
21
1195
$987 ﹤0.01%
21
1196
$984 ﹤0.01%
2
-24
1197
$977 ﹤0.01%
6
1198
$970 ﹤0.01%
19
1199
$962 ﹤0.01%
20
-34
1200
$958 ﹤0.01%
10
46 47
48
49 50