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
901
$7.17K ﹤0.01%
1,500
902
$7.16K ﹤0.01%
972
903
$7.16K ﹤0.01%
174
904
$7.13K ﹤0.01%
523
905
$7.13K ﹤0.01%
+492
906
$7.11K ﹤0.01%
78
907
$7.1K ﹤0.01%
198
+111
908
$7.09K ﹤0.01%
137
909
$7.08K ﹤0.01%
211
910
$7.05K ﹤0.01%
492
911
$7.05K ﹤0.01%
70
912
$7.01K ﹤0.01%
133
913
$7K ﹤0.01%
41
914
$7K ﹤0.01%
500
915
$6.98K ﹤0.01%
12
916
$6.96K ﹤0.01%
19
917
$6.93K ﹤0.01%
44
918
$6.86K ﹤0.01%
96
919
$6.83K ﹤0.01%
30
920
$6.73K ﹤0.01%
73
921
$6.71K ﹤0.01%
+59
922
$6.7K ﹤0.01%
135
923
$6.69K ﹤0.01%
175
924
$6.69K ﹤0.01%
39
925
$6.67K ﹤0.01%
184
35 36
37
38 39