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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
$216M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$688K
3
+$677K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$578K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Top Sells

1
+$740K
2
+$484K
3
+$473K
4
AVGO icon
Broadcom
AVGO
+$202K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$173K

Sector Composition

1 Technology 2.82%
2 Financials 0.77%
3 Healthcare 0.58%
4 Communication Services 0.41%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K 0.01%
80
152
$11K 0.01%
10
153
$11K 0.01%
82
154
$10K ﹤0.01%
36
155
$10K ﹤0.01%
11
156
$10K ﹤0.01%
31
157
$10K ﹤0.01%
40
158
$10K ﹤0.01%
35
159
$10K ﹤0.01%
90
160
$10K ﹤0.01%
34
161
$10K ﹤0.01%
148
162
$9K ﹤0.01%
314
163
$9K ﹤0.01%
+1,150
164
$8K ﹤0.01%
69
165
$8K ﹤0.01%
21
166
$8K ﹤0.01%
100
167
$7K ﹤0.01%
30
168
$7K ﹤0.01%
58
169
$7K ﹤0.01%
8
170
$7K ﹤0.01%
60
171
$7K ﹤0.01%
+97
172
$6K ﹤0.01%
24
173
$6K ﹤0.01%
80
174
$6K ﹤0.01%
95
175
$6K ﹤0.01%
261
5 6
7
8 9