KFP
Keener Financial Planning Portfolio holdings
AUM
$201M
This Quarter Return
-1.75%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+11%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
11.82%
Top 10 Holdings %
Top 10 Hldgs %
86.19%
Holding
199
New
17
Increased
36
Reduced
16
Closed
16
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.75% |
| 2 | Financials | 1.2% |
| 3 | Healthcare | 0.68% |
| 4 | Consumer Discretionary | 0.46% |
| 5 | Communication Services | 0.45% |
