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
101
$44K 0.03%
+3,580
102
$43K 0.03%
+950
103
$42K 0.03%
+895
104
$41K 0.03%
+1,375
105
$40K 0.03%
+254
106
$40K 0.03%
+1,400
107
$39K 0.03%
+133
108
$39K 0.03%
+367
109
$37K 0.03%
+600
110
$36K 0.03%
+300
111
$35K 0.03%
+355
112
$35K 0.03%
+1,767
113
$31K 0.02%
+89
114
$30K 0.02%
+134
115
$26K 0.02%
+3,000
116
$26K 0.02%
+332
117
$25K 0.02%
+3,021
118
$25K 0.02%
+460
119
$24K 0.02%
+468
120
$23K 0.02%
+178
121
$21K 0.02%
+700
122
$21K 0.02%
+234
123
$21K 0.02%
+1,247
124
$20K 0.02%
+33
125
$20K 0.02%
+332
3 4
5
6 7