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
$169M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.8M
3
+$1.95M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.36M

Top Sells

1
+$69.6K
2
+$49.6K
3
+$49K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$48.1K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$37.8K

Sector Composition

1 Technology 2.75%
2 Financials 1.2%
3 Healthcare 0.68%
4 Consumer Discretionary 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
100
127
$12K 0.01%
57
128
$12K 0.01%
125
129
$10K 0.01%
30
130
$10K 0.01%
314
131
$10K 0.01%
+10
132
$10K 0.01%
11
133
$10K 0.01%
40
134
$10K 0.01%
26
135
$9K 0.01%
36
136
$9K 0.01%
69
137
$9K 0.01%
82
138
$9K 0.01%
100
139
$9K 0.01%
679
140
$8K ﹤0.01%
17
141
$8K ﹤0.01%
31
142
$8K ﹤0.01%
8
143
$8K ﹤0.01%
148
+78
144
$7K ﹤0.01%
58
145
$7K ﹤0.01%
369
146
$7K ﹤0.01%
35
147
$7K ﹤0.01%
34
148
$6K ﹤0.01%
261
149
$6K ﹤0.01%
24
150
$5K ﹤0.01%
30
4 5
6
7 8