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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
1
$78.7M 36.51%
975,898
+7,444
2
$46.1M 21.38%
769,114
+6,130
3
$18.7M 8.69%
157,648
+5,980
4
$15.4M 7.13%
212,828
+13,385
5
$12.2M 5.66%
225,243
+3,907
6
$4.94M 2.29%
15,044
7
$4.45M 2.06%
103,996
-197
8
$3.51M 1.63%
63,445
-8,777
9
$2.41M 1.12%
62,582
10
$2.06M 0.96%
8,089
+2,998
11
$1.56M 0.72%
3,005
+71
12
$1.34M 0.62%
7,190
13
$1.13M 0.52%
1,688
14
$1.08M 0.5%
5,812
15
$992K 0.46%
21,419
16
$885K 0.41%
17,695
+254
17
$850K 0.39%
5,836
18
$766K 0.36%
5,261
-342
19
$675K 0.31%
8,030
-2,077
20
$655K 0.3%
6,706
-108
21
$630K 0.29%
7,890
+379
22
$543K 0.25%
21,153
+147
23
$518K 0.24%
6,971
-119
24
$512K 0.24%
10,955
-35
25
$507K 0.24%
20,048
1
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