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
$169M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.8M
3
+$1.95M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.36M

Top Sells

1
+$69.6K
2
+$49.6K
3
+$49K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$48.1K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$37.8K

Sector Composition

1 Technology 2.75%
2 Financials 1.2%
3 Healthcare 0.68%
4 Consumer Discretionary 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$178K 0.11%
3,772
+701
52
$167K 0.1%
1,505
53
$165K 0.1%
3,027
54
$156K 0.09%
2,416
55
$153K 0.09%
660
56
$153K 0.09%
284
57
$152K 0.09%
1,944
58
$149K 0.09%
1,969
+1,209
59
$139K 0.08%
750
60
$137K 0.08%
3,268
-16
61
$137K 0.08%
3,492
-148
62
$126K 0.07%
7,240
63
$121K 0.07%
1,965
64
$118K 0.07%
540
+440
65
$110K 0.07%
3,367
+2,911
66
$106K 0.06%
1,381
+75
67
$106K 0.06%
635
68
$99K 0.06%
20
69
$99K 0.06%
315
+280
70
$95K 0.06%
500
71
$87K 0.05%
150
72
$84K 0.05%
548
73
$79K 0.05%
278
74
$79K 0.05%
1,120
-79
75
$79K 0.05%
350
1 2
3
4 5