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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$25.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.14%
2 Financials 1.26%
3 Healthcare 1.14%
4 Industrials 0.55%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$77K 0.06%
+189
77
$76K 0.06%
+450
78
$71K 0.05%
+20
79
$70K 0.05%
+500
80
$66K 0.05%
+283
81
$65K 0.05%
+600
82
$64K 0.05%
+713
83
$62K 0.05%
+400
84
$61K 0.05%
+1,022
85
$59K 0.05%
+1,238
86
$58K 0.04%
+636
87
$57K 0.04%
+1,121
88
$56K 0.04%
+108
89
$55K 0.04%
+367
90
$54K 0.04%
+900
91
$53K 0.04%
+150
92
$53K 0.04%
+295
93
$52K 0.04%
+200
94
$49K 0.04%
+1,454
95
$49K 0.04%
+300
96
$49K 0.04%
+1,000
97
$47K 0.04%
+435
98
$46K 0.04%
+370
99
$45K 0.03%
+633
100
$45K 0.03%
+311
2 3
4
5 6