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
1126
$2.36K ﹤0.01%
37
1127
$2.34K ﹤0.01%
81
1128
$2.33K ﹤0.01%
20
1129
$2.32K ﹤0.01%
39
1130
$2.25K ﹤0.01%
44
1131
$2.25K ﹤0.01%
29
1132
$2.24K ﹤0.01%
39
1133
$2.23K ﹤0.01%
25
1134
$2.21K ﹤0.01%
44
1135
$2.21K ﹤0.01%
50
1136
$2.2K ﹤0.01%
97
1137
$2.14K ﹤0.01%
216
1138
$2.13K ﹤0.01%
29
1139
$2.12K ﹤0.01%
24
1140
$2.1K ﹤0.01%
21
1141
$2.09K ﹤0.01%
95
1142
$2.05K ﹤0.01%
29
1143
$2.03K ﹤0.01%
83
1144
$1.98K ﹤0.01%
63
1145
$1.97K ﹤0.01%
13
1146
$1.97K ﹤0.01%
32
1147
$1.96K ﹤0.01%
60
1148
$1.94K ﹤0.01%
16
1149
$1.94K ﹤0.01%
94
1150
$1.93K ﹤0.01%
150
44 45
46
47 48