We are live on ! Find out more
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
76
$92K 0.04%
400
77
$91K 0.04%
548
78
$91K 0.04%
1,045
79
$86K 0.04%
1,172
+40
80
$83K 0.04%
1,000
81
$80K 0.04%
1,179
82
$80K 0.04%
900
83
$75K 0.03%
230
-660
84
$75K 0.03%
1,454
85
$75K 0.03%
220
86
$74K 0.03%
2,631
+200
87
$73K 0.03%
371
88
$71K 0.03%
6,371
-869
89
$69K 0.03%
492
90
$68K 0.03%
509
91
$66K 0.03%
237
92
$61K 0.03%
600
93
$61K 0.03%
438
+2
94
$59K 0.03%
783
95
$59K 0.03%
418
96
$58K 0.03%
313
97
$56K 0.03%
532
+7
98
$56K 0.03%
290
99
$55K 0.03%
316
100
$53K 0.02%
108
2 3
4
5 6