KFP
Keener Financial Planning Portfolio holdings
AUM
$201M
This Quarter Return
+7.04%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+12%)
Cap. Flow
+$7.48M
Cap. Flow
% of AUM
5.14%
Top 10 Holdings %
Top 10 Hldgs %
84.85%
Holding
216
New
31
Increased
37
Reduced
21
Closed
30
Top Buys
Top Sells
| 1 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$206K |
| 2 |
BNY Mellon Core Bond ETF
BKAG
|
$171K |
| 3 |
Vanguard Total Bond Market
BND
|
$128K |
| 4 |
Broadcom
AVGO
|
$88K |
| 5 |
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% |
