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
76
$91K 0.05%
467
+263
77
$88K 0.04%
500
78
$87K 0.04%
548
+500
79
$85K 0.04%
1,045
80
$81K 0.04%
+350
81
$81K 0.04%
1,179
+1,000
82
$81K 0.04%
7,240
83
$80K 0.04%
+1,000
84
$79K 0.04%
283
85
$78K 0.04%
220
86
$77K 0.04%
+900
87
$74K 0.04%
400
88
$70K 0.03%
2,431
89
$69K 0.03%
509
90
$68K 0.03%
1,454
+1,000
91
$64K 0.03%
492
92
$57K 0.03%
600
93
$57K 0.03%
1,985
+1,877
94
$57K 0.03%
+481
95
$56K 0.03%
290
96
$55K 0.03%
436
97
$55K 0.03%
+525
98
$55K 0.03%
108
99
$54K 0.03%
783
100
$53K 0.03%
237
2 3
4
5 6