KFP

Keener Financial Planning Portfolio holdings

AUM $231M
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.2M
3
+$3.37M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.85M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Top Sells

1
+$41K
2
+$36K
3
+$34.4K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$34K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$14.3K

Sector Composition

1 Technology 2.82%
2 Financials 1.07%
3 Healthcare 0.61%
4 Communication Services 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K ﹤0.01%
369
177
$7K ﹤0.01%
95
178
$7K ﹤0.01%
21
179
$6K ﹤0.01%
30
180
$6K ﹤0.01%
24
181
$6K ﹤0.01%
261
182
$6K ﹤0.01%
29
183
$6K ﹤0.01%
+100
184
$6K ﹤0.01%
150
185
$5K ﹤0.01%
55
186
$5K ﹤0.01%
115
187
$5K ﹤0.01%
36
188
$5K ﹤0.01%
50
189
$5K ﹤0.01%
80
190
$5K ﹤0.01%
35
191
$5K ﹤0.01%
50
192
$4K ﹤0.01%
156
-172
193
$3K ﹤0.01%
49
194
$3K ﹤0.01%
+39
195
$3K ﹤0.01%
+28
196
$3K ﹤0.01%
8
197
$3K ﹤0.01%
38
198
$3K ﹤0.01%
138
199
$3K ﹤0.01%
182
200
$2K ﹤0.01%
+100
5 6 7
8
9