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
201
$331K 0.07%
6,693
202
$329K 0.07%
6,635
+2,319
203
$329K 0.07%
1,222
204
$327K 0.07%
3,337
205
$324K 0.07%
7,076
-420
206
$314K 0.07%
8,382
-15,542
207
$311K 0.07%
2,132
+2
208
$311K 0.07%
714
-30
209
$310K 0.07%
13,243
210
$310K 0.07%
7,214
211
$309K 0.07%
4,947
+271
212
$306K 0.07%
1,063
+25
213
$305K 0.07%
2,397
+366
214
$298K 0.06%
6,462
215
$296K 0.06%
2,352
216
$289K 0.06%
2,592
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217
$287K 0.06%
13,275
+1,505
218
$286K 0.06%
1,350
219
$282K 0.06%
1,065
220
$280K 0.06%
4,605
221
$280K 0.06%
1,131
222
$273K 0.06%
3,932
223
$271K 0.06%
3,816
224
$271K 0.06%
1,117
225
$269K 0.06%
826
7 8
9
10 11