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
$153M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.48M
3
+$2.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$905K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$649K

Top Sells

1
+$4.48M
2
+$130K
3
+$113K
4
TXN icon
Texas Instruments
TXN
+$105K
5
V icon
Visa
V
+$78.6K

Sector Composition

1 Technology 3.14%
2 Healthcare 1.15%
3 Financials 1.13%
4 Communication Services 0.49%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
50
-74
177
$2K ﹤0.01%
98
178
$2K ﹤0.01%
+29
179
$2K ﹤0.01%
+49
180
$1K ﹤0.01%
46
181
$1K ﹤0.01%
168
182
– –
-244
183
$0 ﹤0.01%
58
184
$0 ﹤0.01%
1
185
– –
-130
186
$0 ﹤0.01%
32
187
– –
-46
188
– –
-174
189
$0 ﹤0.01%
8
190
– –
-369
4 5 6 7
8