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
51
$162K 0.11%
3,027
-218
52
$148K 0.1%
3,798
53
$138K 0.09%
760
54
$138K 0.09%
1,282
55
$137K 0.09%
284
56
$133K 0.09%
3,284
57
$120K 0.08%
1,944
-213
58
$115K 0.08%
1,490
-88
59
$112K 0.08%
7,240
-2,682
60
$109K 0.08%
1,965
61
$108K 0.07%
661
+71
62
$106K 0.07%
4,183
63
$104K 0.07%
750
64
$102K 0.07%
2,059
-348
65
$93K 0.06%
548
66
$92K 0.06%
524
+74
67
$92K 0.06%
1,199
68
$88K 0.06%
660
-660
69
$87K 0.06%
1,832
+594
70
$87K 0.06%
2,651
-178
71
$85K 0.06%
1,149
72
$84K 0.06%
189
73
$81K 0.06%
278
74
$77K 0.05%
500
75
$74K 0.05%
600
1 2
3
4 5