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
1226
$1.06K ﹤0.01%
31
1227
$1.06K ﹤0.01%
21
1228
$1.05K ﹤0.01%
79
1229
$1.02K ﹤0.01%
2
1230
$996 ﹤0.01%
23
1231
$993 ﹤0.01%
20
1232
$964 ﹤0.01%
12
1233
$936 ﹤0.01%
8
1234
$935 ﹤0.01%
56
1235
$928 ﹤0.01%
13
1236
$925 ﹤0.01%
+3
1237
$923 ﹤0.01%
160
1238
$907 ﹤0.01%
11
1239
$905 ﹤0.01%
385
1240
$888 ﹤0.01%
419
1241
$880 ﹤0.01%
10
1242
$854 ﹤0.01%
89
1243
$844 ﹤0.01%
+10
1244
$834 ﹤0.01%
15
1245
$816 ﹤0.01%
100
1246
$802 ﹤0.01%
17
1247
$794 ﹤0.01%
5
1248
$792 ﹤0.01%
10
1249
$765 ﹤0.01%
29
1250
$763 ﹤0.01%
20
48 49
50
51 52