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
1051
$3.86K ﹤0.01%
83
1052
$3.85K ﹤0.01%
104
1053
$3.84K ﹤0.01%
75
1054
$3.79K ﹤0.01%
84
1055
$3.76K ﹤0.01%
34
1056
$3.74K ﹤0.01%
57
1057
$3.73K ﹤0.01%
91
1058
$3.72K ﹤0.01%
73
1059
$3.71K ﹤0.01%
99
1060
$3.68K ﹤0.01%
121
-5
1061
$3.66K ﹤0.01%
47
1062
$3.65K ﹤0.01%
200
1063
$3.64K ﹤0.01%
78
1064
$3.6K ﹤0.01%
158
1065
$3.59K ﹤0.01%
100
1066
$3.56K ﹤0.01%
27
1067
$3.53K ﹤0.01%
46
1068
$3.53K ﹤0.01%
+157
1069
$3.51K ﹤0.01%
67
1070
$3.47K ﹤0.01%
45
1071
$3.47K ﹤0.01%
120
1072
$3.46K ﹤0.01%
46
1073
$3.46K ﹤0.01%
23
1074
$3.44K ﹤0.01%
59
1075
$3.42K ﹤0.01%
40
41 42
43
44 45