KFP

Keener Financial Planning Portfolio holdings

AUM $216M
1-Year Est. Return 13.55%
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$537K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$166K
3
+$142K
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$49K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$22.9K

Top Sells

1
+$5.2M
2
+$1.72M
3
+$1.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.14M

Sector Composition

1 Technology 2.91%
2 Financials 1.17%
3 Healthcare 0.87%
4 Consumer Discretionary 0.42%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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4 5 6 7
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