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
976
$5.39K ﹤0.01%
200
977
$5.38K ﹤0.01%
58
978
$5.37K ﹤0.01%
180
979
$5.37K ﹤0.01%
481
-38
980
$5.37K ﹤0.01%
22
981
$5.35K ﹤0.01%
20
982
$5.32K ﹤0.01%
36
983
$5.3K ﹤0.01%
64
984
$5.28K ﹤0.01%
99
985
$5.28K ﹤0.01%
93
986
$5.27K ﹤0.01%
117
987
$5.21K ﹤0.01%
64
988
$5.18K ﹤0.01%
226
989
$5.17K ﹤0.01%
230
990
$5.15K ﹤0.01%
194
991
$5.13K ﹤0.01%
147
992
$5.05K ﹤0.01%
46
993
$5.04K ﹤0.01%
489
994
$4.99K ﹤0.01%
29
995
$4.99K ﹤0.01%
50
996
$4.97K ﹤0.01%
170
997
$4.96K ﹤0.01%
183
998
$4.96K ﹤0.01%
152
999
$4.95K ﹤0.01%
76
1000
$4.89K ﹤0.01%
112
38 39
40
41 42