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
801
$10.7K ﹤0.01%
216
802
$10.6K ﹤0.01%
100
803
$10.5K ﹤0.01%
58
-19
804
$10.5K ﹤0.01%
193
805
$10.5K ﹤0.01%
+150
806
$10.4K ﹤0.01%
419
807
$10.4K ﹤0.01%
218
808
$10.3K ﹤0.01%
255
809
$10.2K ﹤0.01%
325
810
$10.1K ﹤0.01%
132
811
$10.1K ﹤0.01%
405
812
$10K ﹤0.01%
37
813
$9.97K ﹤0.01%
128
814
$9.92K ﹤0.01%
158
815
$9.92K ﹤0.01%
97
816
$9.89K ﹤0.01%
659
817
$9.85K ﹤0.01%
226
818
$9.8K ﹤0.01%
62
819
$9.8K ﹤0.01%
206
-30
820
$9.77K ﹤0.01%
140
821
$9.72K ﹤0.01%
335
822
$9.71K ﹤0.01%
1,482
+70
823
$9.71K ﹤0.01%
82
824
$9.7K ﹤0.01%
134
825
$9.67K ﹤0.01%
342
31 32
33
34 35