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
126
$19K 0.01%
+131
127
$17K 0.01%
+280
128
$16K 0.01%
+722
129
$15K 0.01%
+202
130
$15K 0.01%
+638
131
$13K 0.01%
+110
132
$13K 0.01%
+484
133
$13K 0.01%
+100
134
$12K 0.01%
+314
135
$12K 0.01%
+211
136
$12K 0.01%
+700
137
$12K 0.01%
+228
138
$12K 0.01%
+249
139
$11K 0.01%
+49
140
$11K 0.01%
+109
141
$11K 0.01%
+369
142
$10K 0.01%
+106
143
$10K 0.01%
+120
144
$10K 0.01%
+100
145
$9K 0.01%
+109
146
$9K 0.01%
+135
147
$9K 0.01%
+87
148
$9K 0.01%
+533
149
$9K 0.01%
+111
150
$8K 0.01%
+33
4 5
6
7 8