KFP

Keener Financial Planning Portfolio holdings

AUM $231M
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$2.49M
3
+$2.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$908K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$639K

Top Sells

1
+$4.5M
2
+$133K
3
+$115K
4
TXN icon
Texas Instruments
TXN
+$99.6K
5
V icon
Visa
V
+$82.2K

Sector Composition

1 Technology 3.14%
2 Healthcare 1.15%
3 Financials 1.13%
4 Communication Services 0.49%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
57
-55
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135
-30
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129
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$12K 0.01%
87
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$12K 0.01%
484
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$11K 0.01%
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-104
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$11K 0.01%
228
134
$11K 0.01%
82
-77
135
$9K 0.01%
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$9K 0.01%
314
137
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36
-43
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$9K 0.01%
40
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$9K 0.01%
679
140
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31
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$8K 0.01%
69
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$8K 0.01%
336
143
$7K ﹤0.01%
10
-10
144
$7K ﹤0.01%
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$7K ﹤0.01%
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147
$7K ﹤0.01%
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-36
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$7K ﹤0.01%
261
149
$7K ﹤0.01%
100
150
$7K ﹤0.01%
107
4 5
6
7 8