KFP
Keener Financial Planning Portfolio holdings
AUM
$201M
1-Year Est. Return
12.89%
1 Year Est. Return
+12.89%
AUM
$154M
AUM Growth
-$15.5M
(-9.1%)
Holding
206
Top Buys
| 1 | +$113K | |
| 2 | +$107K | |
| 3 | +$89.8K | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$45K |
| 5 |
Palo Alto Networks
PANW
|
+$44K |
Top Sells
| 1 | +$3.71M | |
| 2 | +$1.63M | |
| 3 | +$714K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$677K |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$639K |
Sector Composition
| 1 | Technology | 2.28% |
| 2 | Financials | 1.2% |
| 3 | Healthcare | 0.6% |
| 4 | Consumer Discretionary | 0.41% |
| 5 | Industrials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
TJX Companies
TJX
$158B
| $0 | ﹤0.01% |
3
|
|
||
202
Twilio
TWLO
$17.3B
| $0 | ﹤0.01% |
1
|
|
||
203
Under Armour Class C
UA
$1.99B
| – | – |
-3,021
|
|
||
204
Under Armour
UAA
$2.06B
| – | – |
-3,000
|
|
||
205
Viavi Solutions
VIAV
$3.07B
| $0 | ﹤0.01% |
8
|
|
||
206
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
| $0 | ﹤0.01% |
3
|
|