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
$169M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.04M
3
+$2.02M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.43M

Top Sells

1
+$70.1K
2
+$50.6K
3
+$50.5K
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$49K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$38.1K

Sector Composition

1 Technology 2.75%
2 Financials 1.2%
3 Healthcare 0.68%
4 Consumer Discretionary 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
+27
152
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15
153
$5K ﹤0.01%
30
154
$4K ﹤0.01%
50
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+8
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29
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50
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+247
159
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35
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$4K ﹤0.01%
204
161
$4K ﹤0.01%
182
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$3K ﹤0.01%
49
163
$3K ﹤0.01%
26
164
$3K ﹤0.01%
+138
165
$3K ﹤0.01%
+108
166
$3K ﹤0.01%
29
167
$3K ﹤0.01%
98
168
$2K ﹤0.01%
29
169
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+72
170
$1K ﹤0.01%
46
171
$1K ﹤0.01%
+72
172
$0 ﹤0.01%
1
173
$0 ﹤0.01%
3
174
– –
-1,493
175
$0 ﹤0.01%
+22
4 5 6
7
8