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
851
$8.71K ﹤0.01%
157
852
$8.71K ﹤0.01%
95
-2
853
$8.7K ﹤0.01%
145
854
$8.66K ﹤0.01%
44
855
$8.64K ﹤0.01%
34
856
$8.64K ﹤0.01%
33
857
$8.64K ﹤0.01%
274
858
$8.61K ﹤0.01%
62
859
$8.61K ﹤0.01%
816
860
$8.6K ﹤0.01%
38
861
$8.58K ﹤0.01%
1,200
862
$8.51K ﹤0.01%
25
-20
863
$8.44K ﹤0.01%
101
864
$8.44K ﹤0.01%
354
865
$8.43K ﹤0.01%
298
866
$8.42K ﹤0.01%
108
867
$8.41K ﹤0.01%
3,965
868
$8.37K ﹤0.01%
207
869
$8.3K ﹤0.01%
785
870
$8.2K ﹤0.01%
143
871
$8.2K ﹤0.01%
381
+93
872
$8.08K ﹤0.01%
135
873
$8.08K ﹤0.01%
190
874
$8.06K ﹤0.01%
63
875
$7.98K ﹤0.01%
1,000
33 34
35
36 37