KFP

Keener Financial Planning Portfolio holdings

AUM $216M
1-Year Est. Return 13.55%
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$113K
2
+$107K
3
+$89.8K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$45K
5
PANW icon
Palo Alto Networks
PANW
+$44K

Top Sells

1
+$3.71M
2
+$1.63M
3
+$714K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$677K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$639K

Sector Composition

1 Technology 2.28%
2 Financials 1.2%
3 Healthcare 0.6%
4 Consumer Discretionary 0.41%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.02%
510
102
$22K 0.01%
74
103
$20K 0.01%
+422
104
$20K 0.01%
224
105
$18K 0.01%
+28
106
$18K 0.01%
454
-1,000
107
$18K 0.01%
59
-98
108
$17K 0.01%
73
109
$17K 0.01%
+90
110
$16K 0.01%
49
111
$15K 0.01%
34
-111
112
$14K 0.01%
+571
113
$13K 0.01%
125
114
$13K 0.01%
43
-977
115
$12K 0.01%
26
116
$11K 0.01%
57
117
$11K 0.01%
179
-1,000
118
$11K 0.01%
+186
119
$11K 0.01%
+30
120
$10K 0.01%
36
121
$10K 0.01%
11
122
$10K 0.01%
69
123
$10K 0.01%
82
124
$9K 0.01%
30
125
$9K 0.01%
314
3 4
5
6 7