KFP

Keener Financial Planning Portfolio holdings

AUM $231M
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.2M
3
+$3.37M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.85M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Top Sells

1
+$41K
2
+$36K
3
+$34.4K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$34K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$14.3K

Sector Composition

1 Technology 2.82%
2 Financials 1.07%
3 Healthcare 0.61%
4 Communication Services 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$192K 0.1%
724
52
$191K 0.1%
4,399
53
$186K 0.09%
1,505
+1,500
54
$180K 0.09%
2,018
+82
55
$179K 0.09%
2,416
56
$164K 0.08%
3,027
57
$161K 0.08%
3,367
+357
58
$154K 0.08%
1,944
59
$149K 0.07%
3,555
60
$142K 0.07%
650
61
$139K 0.07%
+473
62
$138K 0.07%
3,361
63
$130K 0.06%
2,066
64
$126K 0.06%
750
65
$120K 0.06%
+1,509
66
$117K 0.06%
1,965
67
$116K 0.06%
+1,289
68
$116K 0.06%
373
+300
69
$115K 0.06%
1,467
+89
70
$115K 0.06%
20
71
$113K 0.06%
3,367
72
$111K 0.06%
493
73
$110K 0.05%
+150
74
$101K 0.05%
635
75
$92K 0.05%
278
1 2
3
4 5