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

Top Buys

1
+$2.56M
2
+$2.24M
3
+$1.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$724K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$684K

Top Sells

1
+$206K
2
+$171K
3
+$128K
4
AVGO icon
Broadcom
AVGO
+$88K
5
XOM icon
Exxon Mobil
XOM
+$77.2K

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%
+124
153
$11K 0.01%
369
154
$10K 0.01%
100
155
$10K 0.01%
679
156
$9K 0.01%
+336
157
$9K 0.01%
+90
158
$9K 0.01%
+89
159
$8K 0.01%
+49
160
$8K 0.01%
182
161
$8K 0.01%
369
162
$8K 0.01%
16
163
$8K 0.01%
261
164
$8K 0.01%
107
165
$8K 0.01%
+174
166
$7K ﹤0.01%
+112
167
$7K ﹤0.01%
+46
168
$6K ﹤0.01%
30
169
$6K ﹤0.01%
93
170
$6K ﹤0.01%
126
171
$5K ﹤0.01%
33
172
$5K ﹤0.01%
15
173
$5K ﹤0.01%
204
174
$5K ﹤0.01%
50
175
$5K ﹤0.01%
29
5 6
7
8 9