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
476
$51.8K 0.01%
837
477
$51.6K 0.01%
568
478
$51.2K 0.01%
2,111
-1,259
479
$51.1K 0.01%
634
+227
480
$50.8K 0.01%
980
481
$50.3K 0.01%
978
482
$50.2K 0.01%
1,002
483
$50K 0.01%
845
484
$49.8K 0.01%
1,191
+1,160
485
$49.5K 0.01%
989
486
$49.4K 0.01%
730
-295
487
$49.2K 0.01%
240
-50
488
$49K 0.01%
1,860
489
$48.9K 0.01%
60
490
$48.9K 0.01%
1,000
491
$47.5K 0.01%
4,083
492
$46.7K 0.01%
391
493
$46.6K 0.01%
470
494
$46.2K 0.01%
1,068
495
$46.1K 0.01%
450
496
$46K 0.01%
2,473
+39
497
$45.8K 0.01%
347
-116
498
$45.2K 0.01%
3,846
499
$44.2K 0.01%
357
500
$43.3K 0.01%
450
18 19
20
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