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
$145M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.24M
3
+$1.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$724K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$684K

Top Sells

1
+$206K
2
+$171K
3
+$128K
4
AVGO icon
Broadcom
AVGO
+$88K
5
XOM icon
Exxon Mobil
XOM
+$77.2K

Sector Composition

1 Technology 3.1%
2 Financials 1.33%
3 Healthcare 1.2%
4 Industrials 0.52%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20K 0.01%
+229
127
$19K 0.01%
722
128
$18K 0.01%
70
+66
129
$18K 0.01%
151
-648
130
$17K 0.01%
33
131
$17K 0.01%
+20
132
$17K 0.01%
+60
133
$17K 0.01%
165
+45
134
$16K 0.01%
+242
135
$16K 0.01%
+127
136
$15K 0.01%
+14
137
$15K 0.01%
+66
138
$15K 0.01%
109
139
$14K 0.01%
+54
140
$14K 0.01%
+76
141
$14K 0.01%
100
142
$13K 0.01%
49
143
$13K 0.01%
314
144
$13K 0.01%
+109
145
$13K 0.01%
700
146
$13K 0.01%
484
147
$12K 0.01%
228
148
$12K 0.01%
+130
149
$11K 0.01%
+42
150
$11K 0.01%
+244
4 5
6
7 8