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
$153M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.48M
3
+$2.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$905K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$649K

Top Sells

1
+$4.48M
2
+$130K
3
+$113K
4
TXN icon
Texas Instruments
TXN
+$105K
5
V icon
Visa
V
+$78.6K

Sector Composition

1 Technology 3.14%
2 Healthcare 1.15%
3 Financials 1.13%
4 Communication Services 0.49%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
24
-18
152
$6K ﹤0.01%
27
-27
153
$6K ﹤0.01%
58
-51
154
$6K ﹤0.01%
+17
155
$6K ﹤0.01%
182
156
$6K ﹤0.01%
369
157
$6K ﹤0.01%
85
-157
158
$5K ﹤0.01%
30
159
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38
-38
160
$5K ﹤0.01%
126
161
$4K ﹤0.01%
47
-43
162
$4K ﹤0.01%
204
163
$4K ﹤0.01%
93
164
$4K ﹤0.01%
50
165
$4K ﹤0.01%
26
166
$4K ﹤0.01%
70
167
$4K ﹤0.01%
163
168
$3K ﹤0.01%
25
-24
169
$3K ﹤0.01%
33
170
$3K ﹤0.01%
15
171
$3K ﹤0.01%
66
+17
172
$3K ﹤0.01%
62
-50
173
$3K ﹤0.01%
29
-1,253
174
$3K ﹤0.01%
41
-48
175
$3K ﹤0.01%
29
4 5 6
7
8