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KFP

Keener Financial Planning Portfolio holdings

AUM $238M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$688K
3
+$677K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$578K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Top Sells

1
+$740K
2
+$484K
3
+$473K
4
AVGO icon
Broadcom
AVGO
+$202K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$173K

Sector Composition

1 Technology 2.82%
2 Financials 0.77%
3 Healthcare 0.58%
4 Communication Services 0.41%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$180K 0.08%
294
-288
52
$173K 0.08%
3,027
53
$172K 0.08%
1,505
54
$166K 0.08%
3,799
+244
55
$164K 0.08%
1,944
56
$160K 0.07%
750
57
$158K 0.07%
3,289
-78
58
$151K 0.07%
3,361
59
$146K 0.07%
+3,004
60
$142K 0.07%
650
61
$139K 0.06%
2,066
62
$134K 0.06%
1,965
63
$133K 0.06%
473
64
$128K 0.06%
373
65
$127K 0.06%
1,509
66
$121K 0.06%
500
67
$121K 0.06%
493
68
$115K 0.05%
1,289
69
$110K 0.05%
150
70
$110K 0.05%
600
-3,786
71
$108K 0.05%
1,373
-94
72
$98K 0.05%
2,911
-456
73
$97K 0.05%
635
74
$97K 0.05%
278
75
$97K 0.05%
467
1 2
3
4 5