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

Top Buys

1
+$5.47M
2
+$4.8M
3
+$1.95M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.36M

Top Sells

1
+$69.6K
2
+$49.6K
3
+$49K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$48.1K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$37.8K

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%
15
152
$5K ﹤0.01%
+27
153
$5K ﹤0.01%
38
154
$4K ﹤0.01%
182
155
$4K ﹤0.01%
204
156
$4K ﹤0.01%
35
157
$4K ﹤0.01%
+247
158
$4K ﹤0.01%
50
159
$4K ﹤0.01%
29
160
$4K ﹤0.01%
+8
161
$4K ﹤0.01%
50
162
$3K ﹤0.01%
98
163
$3K ﹤0.01%
29
164
$3K ﹤0.01%
+108
165
$3K ﹤0.01%
+138
166
$3K ﹤0.01%
26
167
$3K ﹤0.01%
49
168
$2K ﹤0.01%
29
169
$1K ﹤0.01%
+72
170
$1K ﹤0.01%
46
171
$1K ﹤0.01%
+72
172
$0 ﹤0.01%
+3
173
– –
-126
174
– –
-27
175
– –
-47
4 5 6
7
8