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
951
$5.97K ﹤0.01%
47
952
$5.95K ﹤0.01%
137
953
$5.89K ﹤0.01%
61
954
$5.83K ﹤0.01%
100
955
$5.82K ﹤0.01%
28
956
$5.81K ﹤0.01%
138
957
$5.8K ﹤0.01%
45
958
$5.78K ﹤0.01%
139
959
$5.74K ﹤0.01%
684
960
$5.67K ﹤0.01%
99
961
$5.66K ﹤0.01%
104
962
$5.64K ﹤0.01%
25
963
$5.63K ﹤0.01%
57
964
$5.6K ﹤0.01%
291
965
$5.6K ﹤0.01%
17
966
$5.58K ﹤0.01%
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967
$5.54K ﹤0.01%
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968
$5.54K ﹤0.01%
150
969
$5.53K ﹤0.01%
49
970
$5.53K ﹤0.01%
15
971
$5.51K ﹤0.01%
29
972
$5.5K ﹤0.01%
173
973
$5.47K ﹤0.01%
11
974
$5.45K ﹤0.01%
37
975
$5.44K ﹤0.01%
41
37 38
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40 41