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
$145M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.13M
3
+$1.15M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$707K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$651K

Top Sells

1
+$206K
2
+$171K
3
+$128K
4
AVGO icon
Broadcom
AVGO
+$81.8K
5
XOM icon
Exxon Mobil
XOM
+$67.8K

Sector Composition

1 Technology 3.1%
2 Financials 1.33%
3 Healthcare 1.2%
4 Industrials 0.52%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K 0.01%
87
152
$11K 0.01%
+244
153
$11K 0.01%
+42
154
$10K 0.01%
679
155
$10K 0.01%
100
156
$9K 0.01%
+336
157
$9K 0.01%
+89
158
$9K 0.01%
+90
159
$8K 0.01%
+174
160
$8K 0.01%
+49
161
$8K 0.01%
182
162
$8K 0.01%
369
163
$8K 0.01%
16
164
$8K 0.01%
261
165
$8K 0.01%
107
166
$7K ﹤0.01%
+46
167
$7K ﹤0.01%
+112
168
$6K ﹤0.01%
126
169
$6K ﹤0.01%
93
170
$6K ﹤0.01%
30
171
$5K ﹤0.01%
163
172
$5K ﹤0.01%
+70
173
$5K ﹤0.01%
29
174
$5K ﹤0.01%
50
175
$5K ﹤0.01%
204
5 6
7
8 9