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
526
$37.3K 0.01%
476
+14
527
$37.2K 0.01%
275
528
$37.1K 0.01%
259
+138
529
$37K 0.01%
426
-150
530
$36.7K 0.01%
356
531
$36.6K 0.01%
338
532
$36.5K 0.01%
308
533
$36.3K 0.01%
2,450
534
$36.1K 0.01%
435
535
$36K 0.01%
549
536
$35.8K 0.01%
945
-494
537
$35.8K 0.01%
27
538
$35.8K 0.01%
365
539
$35.7K 0.01%
154
+95
540
$35.5K 0.01%
152
541
$35K 0.01%
44
+2
542
$34.9K 0.01%
342
543
$34.7K 0.01%
156
544
$34.6K 0.01%
35
545
$34.2K 0.01%
930
546
$33.8K 0.01%
400
547
$33.7K 0.01%
127
+69
548
$33.6K 0.01%
2,666
549
$33.5K 0.01%
356
-104
550
$33.5K 0.01%
678
-265
20 21
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