KFP
Keener Financial Planning Portfolio holdings
AUM
$201M
This Quarter Return
+6.53%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(-0.35%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-6.83%
Top 10 Holdings %
Top 10 Hldgs %
85.88%
Holding
195
New
10
Increased
8
Reduced
40
Closed
13
Top Buys
| 1 |
Avantis US Large Cap Value ETF
AVLV
|
$4.27M |
| 2 |
Hilton Worldwide
HLT
|
$166K |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$142K |
| 4 |
Broadcom
AVGO
|
$102K |
| 5 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
$49K |
Top Sells
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Financials | 1.17% |
| 3 | Healthcare | 0.87% |
| 4 | Consumer Discretionary | 0.42% |
| 5 | Industrials | 0.42% |
