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
$145M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.13M
3
+$1.15M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$707K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$651K

Top Sells

1
+$206K
2
+$171K
3
+$128K
4
AVGO icon
Broadcom
AVGO
+$81.8K
5
XOM icon
Exxon Mobil
XOM
+$67.8K

Sector Composition

1 Technology 3.1%
2 Financials 1.33%
3 Healthcare 1.2%
4 Industrials 0.52%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
15
177
$5K ﹤0.01%
33
178
$4K ﹤0.01%
26
179
$3K ﹤0.01%
98
180
$3K ﹤0.01%
49
+12
181
$2K ﹤0.01%
168
-153
182
$2K ﹤0.01%
46
183
$1K ﹤0.01%
8
184
$1K ﹤0.01%
32
185
$1K ﹤0.01%
1
186
$1K ﹤0.01%
58
187
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5 6 7
8
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