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KL
Keenan LLC Portfolio holdings
AUM
$119M
This Fund
S&P 500
This Quarter
Est. Return
+2.59%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
99.1%
Top 10 Holdings %
Top 10 Hldgs %
73.12%
Holding
41
New
41
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$14.3M |
| 2 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$11M |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
+$10.6M |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$8.31M |
| 5 |
Fidelity Fundamental Small-Mid Cap ETF
FFSM
|
+$7.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.02% |
| 2 | Healthcare | 1.48% |
| 3 | Consumer Discretionary | 1.01% |
| 4 | Communication Services | 0.22% |
| 5 | Energy | 0.05% |
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