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
751
$13.3K ﹤0.01%
+180
752
$13.3K ﹤0.01%
700
753
$13.1K ﹤0.01%
115
754
$13K ﹤0.01%
11
755
$13K ﹤0.01%
280
+52
756
$12.9K ﹤0.01%
330
757
$12.8K ﹤0.01%
100
-74
758
$12.8K ﹤0.01%
178
759
$12.8K ﹤0.01%
+763
760
$12.7K ﹤0.01%
430
761
$12.7K ﹤0.01%
118
762
$12.6K ﹤0.01%
141
763
$12.6K ﹤0.01%
470
764
$12.6K ﹤0.01%
106
765
$12.5K ﹤0.01%
71
766
$12.5K ﹤0.01%
452
+218
767
$12.4K ﹤0.01%
496
768
$12.4K ﹤0.01%
487
769
$12.3K ﹤0.01%
154
770
$12.3K ﹤0.01%
55
771
$12.3K ﹤0.01%
283
772
$12.2K ﹤0.01%
397
+309
773
$12.2K ﹤0.01%
40
+3
774
$12.2K ﹤0.01%
67
775
$12.1K ﹤0.01%
1,386
29 30
31
32 33