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KFP

Keener Financial Planning Portfolio holdings

AUM $238M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$688K
3
+$677K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$578K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Top Sells

1
+$740K
2
+$484K
3
+$473K
4
AVGO icon
Broadcom
AVGO
+$202K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$173K

Sector Composition

1 Technology 2.82%
2 Financials 0.77%
3 Healthcare 0.58%
4 Communication Services 0.41%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24K 0.01%
510
127
$23K 0.01%
422
128
$22K 0.01%
722
129
$21K 0.01%
74
130
$21K 0.01%
468
131
$21K 0.01%
+283
132
$21K 0.01%
224
133
$20K 0.01%
34
134
$19K 0.01%
30
135
$19K 0.01%
700
136
$19K 0.01%
90
137
$18K 0.01%
73
138
$18K 0.01%
+1,080
139
$17K 0.01%
168
140
$17K 0.01%
491
141
$17K 0.01%
59
142
$15K 0.01%
49
143
$15K 0.01%
436
144
$15K 0.01%
228
145
$15K 0.01%
100
146
$14K 0.01%
57
147
$14K 0.01%
571
148
$13K 0.01%
125
149
$12K 0.01%
186
150
$12K 0.01%
26
4 5
6
7 8