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
$201M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.88M
3
+$3.19M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.69M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.58M

Top Sells

1
+$38.7K
2
+$36K
3
+$34.3K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$34K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$14.2K

Sector Composition

1 Technology 2.82%
2 Financials 1.07%
3 Healthcare 0.61%
4 Communication Services 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K 0.01%
+722
127
$22K 0.01%
74
128
$22K 0.01%
28
129
$22K 0.01%
+555
130
$22K 0.01%
217
+188
131
$21K 0.01%
468
132
$21K 0.01%
422
133
$21K 0.01%
224
134
$18K 0.01%
34
135
$18K 0.01%
90
136
$17K 0.01%
+700
137
$17K 0.01%
59
138
$16K 0.01%
+168
139
$16K 0.01%
30
140
$16K 0.01%
+491
141
$16K 0.01%
73
142
$15K 0.01%
49
143
$14K 0.01%
+436
144
$14K 0.01%
+339
145
$14K 0.01%
+263
146
$14K 0.01%
+100
147
$13K 0.01%
57
148
$13K 0.01%
125
149
$13K 0.01%
+228
150
$13K 0.01%
571
4 5
6
7 8