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
$169M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.8M
3
+$1.95M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.36M

Top Sells

1
+$69.6K
2
+$49.6K
3
+$49K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$48.1K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$37.8K

Sector Composition

1 Technology 2.75%
2 Financials 1.2%
3 Healthcare 0.68%
4 Consumer Discretionary 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$457K 0.27%
11,933
-1,257
27
$455K 0.27%
5,046
28
$452K 0.27%
18,328
+17,992
29
$412K 0.24%
534
30
$379K 0.22%
1,582
31
$375K 0.22%
4,205
+730
32
$364K 0.22%
1,515
-36
33
$352K 0.21%
1,860
+380
34
$293K 0.17%
5,279
35
$284K 0.17%
9,451
36
$265K 0.16%
1,020
37
$264K 0.16%
8,863
+886
38
$262K 0.15%
2,755
39
$241K 0.14%
2,000
40
$241K 0.14%
2,225
41
$205K 0.12%
3,930
+1,013
42
$203K 0.12%
2,984
+346
43
$202K 0.12%
889
44
$199K 0.12%
5,989
+2,518
45
$199K 0.12%
340
46
$196K 0.12%
+2,803
47
$193K 0.11%
+4,562
48
$188K 0.11%
373
49
$180K 0.11%
7,925
+6,876
50
$178K 0.11%
724
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