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
101
$37K 0.02%
134
102
$36K 0.02%
300
103
$35K 0.02%
200
104
$35K 0.02%
783
105
$34K 0.02%
83
106
$32K 0.02%
329
107
$28K 0.02%
332
108
$27K 0.02%
+251
109
$26K 0.02%
468
110
$25K 0.01%
196
111
$24K 0.01%
3,000
112
$23K 0.01%
510
-40
113
$22K 0.01%
700
114
$22K 0.01%
722
115
$22K 0.01%
3,021
116
$21K 0.01%
74
117
$20K 0.01%
+52
118
$19K 0.01%
224
119
$18K 0.01%
73
120
$16K 0.01%
644
+316
121
$16K 0.01%
151
122
$14K 0.01%
168
123
$14K 0.01%
700
124
$13K 0.01%
49
125
$13K 0.01%
228
3 4
5
6 7