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
426
$68.8K 0.02%
243
427
$67.7K 0.01%
999
428
$66.4K 0.01%
5,548
429
$66.2K 0.01%
680
+16
430
$66.2K 0.01%
1,209
431
$65.7K 0.01%
1,064
432
$65.5K 0.01%
635
433
$65.5K 0.01%
347
434
$63.8K 0.01%
1,098
435
$63.5K 0.01%
4,116
436
$63.5K 0.01%
514
437
$63.4K 0.01%
1,830
438
$62.7K 0.01%
802
439
$62.6K 0.01%
991
440
$62.3K 0.01%
693
-1
441
$61.9K 0.01%
254
442
$61.4K 0.01%
+5,090
443
$60.9K 0.01%
227
444
$60.9K 0.01%
1,784
445
$60.9K 0.01%
1,295
446
$60.9K 0.01%
4,736
447
$60K 0.01%
839
448
$59.8K 0.01%
241
449
$59.4K 0.01%
640
450
$59.3K 0.01%
493
-26
16 17
18
19 20