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
926
$6.65K ﹤0.01%
342
927
$6.58K ﹤0.01%
14
928
$6.51K ﹤0.01%
481
-4,877
929
$6.46K ﹤0.01%
666
930
$6.4K ﹤0.01%
69
931
$6.39K ﹤0.01%
172
-252
932
$6.38K ﹤0.01%
39
933
$6.37K ﹤0.01%
63
934
$6.34K ﹤0.01%
358
935
$6.34K ﹤0.01%
123
936
$6.3K ﹤0.01%
15
937
$6.28K ﹤0.01%
243
938
$6.27K ﹤0.01%
83
939
$6.27K ﹤0.01%
41
940
$6.22K ﹤0.01%
708
941
$6.19K ﹤0.01%
85
942
$6.12K ﹤0.01%
359
943
$6.12K ﹤0.01%
+83
944
$6.11K ﹤0.01%
184
945
$6.1K ﹤0.01%
169
946
$6.1K ﹤0.01%
141
947
$6.06K ﹤0.01%
110
948
$6.06K ﹤0.01%
608
949
$6.05K ﹤0.01%
300
950
$5.98K ﹤0.01%
77
36 37
38
39 40