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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$25.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.14%
2 Financials 1.26%
3 Healthcare 1.14%
4 Industrials 0.55%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
+37
177
$2K ﹤0.01%
+46
178
$1K ﹤0.01%
+4
179
$0 ﹤0.01%
+20
180
$0 ﹤0.01%
+6
181
$0 ﹤0.01%
+58
182
$0 ﹤0.01%
+1
183
$0 ﹤0.01%
+32
184
$0 ﹤0.01%
+8
185
$0 ﹤0.01%
+2
4 5 6 7
8