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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$1.65M
3
+$1.27M
4
EFAD icon
ProShares MSCI EAFE Dividend Growers ETF
EFAD
+$1.1M
5
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$1.04M

Top Sells

1
+$583K
2
+$463K
3
+$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$104K 0.02%
5,065
352
$104K 0.02%
5,918
353
$104K 0.02%
930
-75
354
$103K 0.02%
764
355
$102K 0.02%
3,029
356
$101K 0.02%
800
357
$101K 0.02%
920
358
$101K 0.02%
2,606
359
$101K 0.02%
378
360
$99.5K 0.02%
3,894
361
$99.1K 0.02%
428
+1
362
$99.1K 0.02%
4,047
363
$98.9K 0.02%
3,954
364
$98.8K 0.02%
3,025
365
$97.7K 0.02%
1,149
+5
366
$96.7K 0.02%
3,491
367
$96.4K 0.02%
5,810
+1,330
368
$96K 0.02%
1,580
369
$95.5K 0.02%
3,010
370
$94.5K 0.02%
1,166
371
$93.3K 0.02%
2,681
372
$93.2K 0.02%
2,301
373
$92.8K 0.02%
1,986
374
$92.5K 0.02%
1,411
+13
375
$90.9K 0.02%
397
+9
13 14
15
16 17