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
876
$7.95K ﹤0.01%
200
877
$7.93K ﹤0.01%
417
878
$7.89K ﹤0.01%
459
879
$7.83K ﹤0.01%
47
880
$7.78K ﹤0.01%
221
881
$7.75K ﹤0.01%
254
882
$7.75K ﹤0.01%
48
883
$7.64K ﹤0.01%
73
884
$7.6K ﹤0.01%
52
885
$7.59K ﹤0.01%
106
886
$7.58K ﹤0.01%
97
887
$7.57K ﹤0.01%
143
888
$7.57K ﹤0.01%
104
889
$7.54K ﹤0.01%
106
890
$7.5K ﹤0.01%
77
-17
891
$7.48K ﹤0.01%
41
892
$7.45K ﹤0.01%
96
893
$7.45K ﹤0.01%
90
894
$7.35K ﹤0.01%
107
895
$7.32K ﹤0.01%
68
896
$7.21K ﹤0.01%
120
897
$7.2K ﹤0.01%
100
898
$7.2K ﹤0.01%
17
899
$7.18K ﹤0.01%
252
900
$7.17K ﹤0.01%
1,010
34 35
36
37 38