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
$145M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.24M
3
+$1.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$724K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$684K

Top Sells

1
+$206K
2
+$171K
3
+$128K
4
AVGO icon
Broadcom
AVGO
+$88K
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$73K 0.05%
400
77
$73K 0.05%
20
78
$73K 0.05%
150
79
$72K 0.05%
350
-120
80
$71K 0.05%
283
81
$70K 0.05%
2,346
+971
82
$67K 0.05%
581
-346
83
$66K 0.05%
1,022
84
$64K 0.04%
1,272
+151
85
$63K 0.04%
+783
86
$62K 0.04%
108
87
$60K 0.04%
900
88
$58K 0.04%
300
89
$58K 0.04%
361
+107
90
$58K 0.04%
435
91
$58K 0.04%
1,000
92
$57K 0.04%
295
93
$56K 0.04%
1,454
94
$56K 0.04%
950
95
$50K 0.03%
176
+43
96
$50K 0.03%
2,824
+1,577
97
$49K 0.03%
370
98
$49K 0.03%
+418
99
$49K 0.03%
311
100
$48K 0.03%
3,580
2 3
4
5 6