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
76
$74K 0.04%
492
77
$74K 0.04%
145
-44
78
$74K 0.04%
283
79
$71K 0.04%
400
80
$70K 0.04%
900
81
$70K 0.04%
1,000
82
$69K 0.04%
1,179
83
$67K 0.04%
600
84
$65K 0.04%
300
85
$65K 0.04%
2,617
+1,560
86
$63K 0.04%
1,454
87
$61K 0.04%
310
+15
88
$60K 0.04%
791
-231
89
$57K 0.03%
509
90
$57K 0.03%
950
91
$55K 0.03%
2,431
-393
92
$52K 0.03%
108
93
$51K 0.03%
316
+5
94
$47K 0.03%
1,400
95
$46K 0.03%
418
96
$45K 0.03%
735
+275
97
$45K 0.03%
313
98
$45K 0.03%
157
99
$39K 0.02%
600
100
$37K 0.02%
370
2 3
4
5 6