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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$25.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.14%
2 Financials 1.26%
3 Healthcare 1.14%
4 Industrials 0.55%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$158K 0.12%
+2,098
52
$158K 0.12%
+3,245
53
$147K 0.11%
+1,320
54
$145K 0.11%
+1,602
55
$139K 0.11%
+1,282
56
$139K 0.11%
+2,157
57
$136K 0.11%
+9,922
58
$136K 0.11%
+3,798
59
$125K 0.1%
+3,284
60
$124K 0.1%
+284
61
$122K 0.09%
+1,578
62
$119K 0.09%
+2,407
63
$115K 0.09%
+760
64
$114K 0.09%
+750
65
$110K 0.09%
+1,965
66
$107K 0.08%
+4,183
67
$102K 0.08%
+927
68
$99K 0.08%
+470
69
$93K 0.07%
+2,829
70
$86K 0.07%
+590
71
$86K 0.07%
+278
72
$86K 0.07%
+1,199
73
$83K 0.06%
+1,149
74
$80K 0.06%
+799
75
$79K 0.06%
+548
1 2
3
4 5