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
1076
$3.42K ﹤0.01%
141
1077
$3.37K ﹤0.01%
66
1078
$3.33K ﹤0.01%
112
1079
$3.31K ﹤0.01%
33
1080
$3.25K ﹤0.01%
100
1081
$3.24K ﹤0.01%
46
1082
$3.2K ﹤0.01%
78
1083
$3.19K ﹤0.01%
28
1084
$3.18K ﹤0.01%
26
1085
$3.17K ﹤0.01%
550
1086
$3.16K ﹤0.01%
50
1087
$3.14K ﹤0.01%
30
1088
$3.13K ﹤0.01%
204
1089
$3.09K ﹤0.01%
100
1090
$3.06K ﹤0.01%
32
1091
$3.06K ﹤0.01%
180
1092
$3.04K ﹤0.01%
9
1093
$3.03K ﹤0.01%
124
1094
$3.03K ﹤0.01%
50
1095
$2.99K ﹤0.01%
567
1096
$2.99K ﹤0.01%
57
1097
$2.98K ﹤0.01%
60
1098
$2.96K ﹤0.01%
109
1099
$2.95K ﹤0.01%
40
1100
$2.84K ﹤0.01%
349
42 43
44
45 46