We are live on ! Find out more
KFP

Keener Financial Planning Portfolio holdings

AUM $238M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$688K
3
+$677K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$578K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Top Sells

1
+$740K
2
+$484K
3
+$473K
4
AVGO icon
Broadcom
AVGO
+$202K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$173K

Sector Composition

1 Technology 2.82%
2 Financials 0.77%
3 Healthcare 0.58%
4 Communication Services 0.41%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
3
-115
227
$0 ﹤0.01%
3
228
$0 ﹤0.01%
1
229
$0 ﹤0.01%
+4
230
– –
-221
231
– –
-263
232
$0 ﹤0.01%
8
233
– –
-28
234
– –
-39
235
$0 ﹤0.01%
+10
236
$0 ﹤0.01%
3
237
– –
-100
238
– –
0
239
$0 ﹤0.01%
+7
6 7 8 9
10