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
376
$90.4K 0.02%
821
+215
377
$90.3K 0.02%
884
378
$89.9K 0.02%
466
-10
379
$89.6K 0.02%
1,194
380
$89.4K 0.02%
453
381
$89.3K 0.02%
1,196
382
$88.5K 0.02%
741
383
$88K 0.02%
380
-123
384
$87.5K 0.02%
2,900
385
$87.5K 0.02%
2,846
386
$86.6K 0.02%
248
+2
387
$85.2K 0.02%
156
388
$85K 0.02%
2,189
-5
389
$84.6K 0.02%
662
390
$84.2K 0.02%
1,400
391
$83.8K 0.02%
1,820
392
$83.7K 0.02%
316
393
$83.6K 0.02%
159
394
$83.6K 0.02%
1,359
-27
395
$82.9K 0.02%
122
+50
396
$81.1K 0.02%
1,539
397
$80.7K 0.02%
1,003
398
$78.9K 0.02%
2,000
399
$78.7K 0.02%
+1,700
400
$77.7K 0.02%
1,605
-60
14 15
16
17 18