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
1176
$1.52K ﹤0.01%
201
-974
1177
$1.51K ﹤0.01%
46
-10
1178
$1.49K ﹤0.01%
17
1179
$1.49K ﹤0.01%
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1180
$1.48K ﹤0.01%
54
1181
$1.48K ﹤0.01%
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1182
$1.45K ﹤0.01%
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1183
$1.43K ﹤0.01%
50
1184
$1.43K ﹤0.01%
228
1185
$1.41K ﹤0.01%
18
1186
$1.41K ﹤0.01%
108
1187
$1.41K ﹤0.01%
8
+5
1188
$1.41K ﹤0.01%
12
1189
$1.4K ﹤0.01%
6
1190
$1.39K ﹤0.01%
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1191
$1.37K ﹤0.01%
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1192
$1.36K ﹤0.01%
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1193
$1.34K ﹤0.01%
20
-246
1194
$1.33K ﹤0.01%
59
1195
$1.32K ﹤0.01%
49
1196
$1.31K ﹤0.01%
44
1197
$1.31K ﹤0.01%
25
1198
$1.3K ﹤0.01%
3
1199
$1.3K ﹤0.01%
68
1200
$1.24K ﹤0.01%
159
46 47
48
49 50