KFP
Keener Financial Planning Portfolio holdings
AUM
$201M
This Quarter Return
+11.01%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.79%
Holding
185
New
185
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
