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
451
$59.1K 0.01%
2,197
-1,571
452
$59.1K 0.01%
1,231
453
$58.8K 0.01%
732
+239
454
$58.8K 0.01%
327
455
$58.8K 0.01%
802
-164
456
$58.6K 0.01%
400
457
$58.5K 0.01%
688
458
$58.4K 0.01%
6,700
459
$58.2K 0.01%
968
+257
460
$57.8K 0.01%
159
461
$57.4K 0.01%
1,746
+26
462
$57.1K 0.01%
548
-22
463
$56.7K 0.01%
969
464
$55.7K 0.01%
384
465
$55.6K 0.01%
957
+14
466
$55.6K 0.01%
731
467
$55.6K 0.01%
406
468
$55.3K 0.01%
227
469
$54.6K 0.01%
450
470
$54.2K 0.01%
163
471
$54K 0.01%
88
+2
472
$53.6K 0.01%
266
473
$52.5K 0.01%
450
474
$52K 0.01%
1,037
475
$51.9K 0.01%
494
-93
17 18
19
20 21