KFP

Keener Financial Planning Portfolio holdings

AUM $201M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.24M
3
+$1.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$724K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$684K

Top Sells

1
+$206K
2
+$171K
3
+$128K
4
AVGO icon
Broadcom
AVGO
+$88K
5
XOM icon
Exxon Mobil
XOM
+$77.2K

Sector Composition

1 Technology 3.1%
2 Financials 1.33%
3 Healthcare 1.2%
4 Industrials 0.52%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$404K 0.28%
28,915
27
$390K 0.27%
4,310
28
$362K 0.25%
1,580
29
$361K 0.25%
2,000
30
$331K 0.23%
1,652
+145
31
$324K 0.22%
4,360
32
$318K 0.22%
5,274
+249
33
$314K 0.22%
2,080
34
$303K 0.21%
9,729
35
$296K 0.2%
1,041
+64
36
$288K 0.2%
5,279
37
$269K 0.19%
3,156
38
$250K 0.17%
538
+50
39
$240K 0.17%
2,755
40
$229K 0.16%
2,225
+77
41
$219K 0.15%
889
42
$203K 0.14%
3,930
+439
43
$195K 0.13%
2,836
+183
44
$192K 0.13%
388
+38
45
$185K 0.13%
2,702
46
$184K 0.13%
1,500
-102
47
$182K 0.13%
651
48
$178K 0.12%
5,520
+51
49
$178K 0.12%
340
50
$168K 0.12%
2,098
1
2
3 4 5