KFP

Keener Financial Planning Portfolio holdings

AUM $231M
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.2M
3
+$3.37M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.85M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Top Sells

1
+$41K
2
+$36K
3
+$34.4K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$34K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$14.3K

Sector Composition

1 Technology 2.82%
2 Financials 1.07%
3 Healthcare 0.61%
4 Communication Services 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
+221
152
$12K 0.01%
26
153
$12K 0.01%
90
154
$11K 0.01%
186
155
$11K 0.01%
+118
156
$10K 0.01%
10
157
$10K 0.01%
36
158
$10K 0.01%
11
159
$10K 0.01%
69
160
$10K 0.01%
406
+202
161
$9K ﹤0.01%
100
162
$9K ﹤0.01%
314
163
$9K ﹤0.01%
31
164
$9K ﹤0.01%
+170
165
$9K ﹤0.01%
40
166
$9K ﹤0.01%
60
167
$9K ﹤0.01%
82
168
$9K ﹤0.01%
148
169
$8K ﹤0.01%
30
170
$8K ﹤0.01%
80
171
$8K ﹤0.01%
8
172
$8K ﹤0.01%
35
173
$8K ﹤0.01%
34
174
$7K ﹤0.01%
58
175
$7K ﹤0.01%
17
5 6
7
8 9