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
401
$77.5K 0.02%
1,835
402
$77.4K 0.02%
734
403
$77.4K 0.02%
900
404
$76.8K 0.02%
691
405
$75.3K 0.02%
933
406
$75.1K 0.02%
654
-22
407
$75K 0.02%
433
+10
408
$74.8K 0.02%
1,065
-20
409
$74.5K 0.02%
4,570
410
$74.5K 0.02%
1,684
411
$74.4K 0.02%
1,572
412
$73.3K 0.02%
2,815
413
$73.2K 0.02%
1,513
414
$73.2K 0.02%
2,870
415
$73.1K 0.02%
242
-66
416
$72.5K 0.02%
719
417
$72.1K 0.02%
7,187
-276
418
$71.7K 0.02%
1,226
419
$71.3K 0.02%
1,037
420
$71K 0.02%
185
421
$70.7K 0.02%
344
422
$70.1K 0.02%
38
423
$69.5K 0.02%
2,361
424
$69.4K 0.02%
573
425
$69.4K 0.02%
621
+5
15 16
17
18 19