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
$153M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.48M
3
+$2.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$905K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$649K

Top Sells

1
+$4.48M
2
+$130K
3
+$113K
4
TXN icon
Texas Instruments
TXN
+$105K
5
V icon
Visa
V
+$78.6K

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
127
$13K 0.01%
135
-30
128
$13K 0.01%
100
129
$12K 0.01%
49
130
$12K 0.01%
87
131
$12K 0.01%
484
132
$11K 0.01%
125
-104
133
$11K 0.01%
228
134
$11K 0.01%
82
-77
135
$9K 0.01%
30
-26
136
$9K 0.01%
314
137
$9K 0.01%
36
-43
138
$9K 0.01%
40
-35
139
$9K 0.01%
679
140
$8K 0.01%
31
-29
141
$8K 0.01%
69
-58
142
$8K 0.01%
336
143
$7K ﹤0.01%
10
-10
144
$7K ﹤0.01%
8
-6
145
$7K ﹤0.01%
35
-31
146
$7K ﹤0.01%
16
147
$7K ﹤0.01%
34
-36
148
$7K ﹤0.01%
261
149
$7K ﹤0.01%
100
150
$7K ﹤0.01%
107
4 5
6
7 8