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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
26
$506K 0.23%
664
27
$499K 0.23%
1,582
28
$464K 0.22%
4,505
29
$430K 0.2%
856
-200
30
$397K 0.18%
1,634
-500
31
$391K 0.18%
3,744
32
$385K 0.18%
1,515
33
$355K 0.16%
9,451
34
$326K 0.15%
3,740
+72
35
$323K 0.15%
2,000
36
$307K 0.14%
5,279
37
$295K 0.14%
5,510
38
$287K 0.13%
1,020
39
$268K 0.12%
4,076
-706
40
$249K 0.12%
2,257
41
$249K 0.12%
1,057
42
$244K 0.11%
10,373
+1,705
43
$240K 0.11%
5,477
+1,078
44
$239K 0.11%
5,520
-535
45
$236K 0.11%
7,800
+292
46
$226K 0.1%
340
-57
47
$203K 0.09%
2,919
-49
48
$187K 0.09%
2,018
49
$187K 0.09%
724
50
$182K 0.08%
2,416
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