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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
$216M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$688K
3
+$677K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$578K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Top Sells

1
+$740K
2
+$484K
3
+$473K
4
AVGO icon
Broadcom
AVGO
+$202K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$173K

Sector Composition

1 Technology 2.82%
2 Financials 0.77%
3 Healthcare 0.58%
4 Communication Services 0.41%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
267
-139
177
$6K ﹤0.01%
50
178
$6K ﹤0.01%
29
179
$6K ﹤0.01%
36
180
$6K ﹤0.01%
150
181
$6K ﹤0.01%
115
182
$6K ﹤0.01%
55
183
$5K ﹤0.01%
30
184
$5K ﹤0.01%
369
185
$5K ﹤0.01%
35
186
$5K ﹤0.01%
50
187
$4K ﹤0.01%
17
188
$4K ﹤0.01%
182
189
$4K ﹤0.01%
200
+100
190
$4K ﹤0.01%
156
191
$4K ﹤0.01%
+37
192
$4K ﹤0.01%
+47
193
$3K ﹤0.01%
108
-1,877
194
$3K ﹤0.01%
138
195
$3K ﹤0.01%
38
196
$3K ﹤0.01%
8
197
$3K ﹤0.01%
49
198
$2K ﹤0.01%
98
199
$2K ﹤0.01%
29
200
$2K ﹤0.01%
+53
6 7
8
9 10