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
501
$43.2K 0.01%
333
502
$43.1K 0.01%
2,778
503
$43K 0.01%
746
504
$42.7K 0.01%
695
505
$42.4K 0.01%
255
506
$41.9K 0.01%
910
507
$41.9K 0.01%
692
-17
508
$41.7K 0.01%
1,569
509
$41.2K 0.01%
598
510
$41.1K 0.01%
200
511
$41K 0.01%
368
+13
512
$40.7K 0.01%
434
+2
513
$40.6K 0.01%
1,591
514
$40.5K 0.01%
463
515
$40.5K 0.01%
903
+124
516
$40.4K 0.01%
636
517
$40.4K 0.01%
293
518
$40.3K 0.01%
442
519
$40K 0.01%
1,107
+237
520
$39.7K 0.01%
1,042
521
$39.6K 0.01%
191
522
$38.8K 0.01%
717
+165
523
$38.7K 0.01%
1,420
524
$38.2K 0.01%
629
525
$37.4K 0.01%
73
-32
19 20
21
22 23