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
101
$53K 0.02%
2,054
102
$52K 0.02%
260
103
$50K 0.02%
+1,104
104
$48K 0.02%
543
105
$47K 0.02%
735
-95
106
$45K 0.02%
380
-101
107
$44K 0.02%
1,400
108
$44K 0.02%
1,330
109
$43K 0.02%
200
110
$43K 0.02%
600
111
$39K 0.02%
498
112
$37K 0.02%
950
113
$34K 0.02%
134
114
$33K 0.02%
300
115
$31K 0.01%
296
+79
116
$31K 0.01%
160
117
$30K 0.01%
+1,880
118
$30K 0.01%
196
119
$29K 0.01%
+2,000
120
$29K 0.01%
251
121
$27K 0.01%
28
122
$27K 0.01%
329
123
$27K 0.01%
332
124
$26K 0.01%
365
-48
125
$25K 0.01%
87
3 4
5
6 7