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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$25.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.14%
2 Financials 1.26%
3 Healthcare 1.14%
4 Industrials 0.55%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K 0.01%
+179
152
$8K 0.01%
+369
153
$8K 0.01%
+261
154
$8K 0.01%
+679
155
$7K 0.01%
+11
156
$7K 0.01%
+182
157
$7K 0.01%
+16
158
$7K 0.01%
+107
159
$6K ﹤0.01%
+30
160
$6K ﹤0.01%
+224
161
$6K ﹤0.01%
+50
162
$6K ﹤0.01%
+29
163
$5K ﹤0.01%
+204
164
$5K ﹤0.01%
+93
165
$5K ﹤0.01%
+283
166
$5K ﹤0.01%
+126
167
$4K ﹤0.01%
+33
168
$4K ﹤0.01%
+15
169
$4K ﹤0.01%
+91
170
$4K ﹤0.01%
+36
171
$4K ﹤0.01%
+321
172
$4K ﹤0.01%
+163
173
$3K ﹤0.01%
+98
174
$3K ﹤0.01%
+207
175
$3K ﹤0.01%
+26
4 5 6
7
8