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KFP

Kerr Financial Planning Portfolio holdings

AUM $89.6M
1-Year Est. Return 72.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.6M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$242K
3
+$165K
4
CRDO icon
Credo Technology Group
CRDO
+$114K
5
AMD icon
Advanced Micro Devices
AMD
+$108K

Top Sells

1
+$1.1M
2
+$538K
3
+$516K
4
TSLA icon
Tesla
TSLA
+$253K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$218K

Sector Composition

1 Technology 28.15%
2 Consumer Discretionary 9.39%
3 Financials 5.29%
4 Industrials 2.99%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
1
Invesco QQQ Trust
QQQ
$468B
$5.61M 6.25%
7,613
-79
TSLA icon
2
Tesla
TSLA
$1.51T
$4.57M 5.1%
10,875
-635
NVDA icon
3
NVIDIA
NVDA
$4.77T
$4.52M 5.04%
22,570
+298
AAPL icon
4
Apple
AAPL
$4.56T
$4.19M 4.68%
14,494
-107
AMD icon
5
Advanced Micro Devices
AMD
$842B
$3.01M 3.36%
5,188
+263
AMZN icon
6
Amazon
AMZN
$2.65T
$2.85M 3.18%
11,944
-183
ARKK icon
7
ARK Innovation ETF
ARKK
$6.58B
$2.79M 3.11%
34,529
-253
IVV icon
8
iShares Core S&P 500 ETF
IVV
$888B
$2.38M 2.65%
3,176
-70
JEPI icon
9
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
$1.99M 2.22%
35,263
-2,465
IYY icon
10
iShares Dow Jones US ETF
IYY
$2.98B
$1.78M 1.99%
9,769
-25
GRNY
11
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.4B
$1.68M 1.88%
60,910
+1,724
SMH icon
12
VanEck Semiconductor ETF
SMH
$67.6B
$1.55M 1.73%
2,364
+15
MRVL icon
13
Marvell Technology
MRVL
$202B
$1.52M 1.7%
5,106
+302
AMAT icon
14
Applied Materials
AMAT
$440B
$1.35M 1.5%
1,861
IWY icon
15
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$1.33M 1.48%
4,571
-35
PLTR icon
16
Palantir
PLTR
$322B
$1.25M 1.4%
10,744
-1
IUSB icon
17
iShares Core Universal USD Bond ETF
IUSB
$42.5B
$1.16M 1.29%
25,052
-500
ITOT icon
18
iShares Core S&P Total US Stock Market ETF
ITOT
$94.1B
$956K 1.07%
5,818
-75
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.48T
$911K 1.02%
2,550
-34
GLW icon
20
Corning
GLW
$160B
$906K 1.01%
3,548
+424
MU icon
21
Micron Technology
MU
$1.06T
$892K 1%
774
+66
ARM icon
22
Arm
ARM
$321B
$860K 0.96%
2,425
CRWD icon
23
CrowdStrike
CRWD
$198B
$849K 0.95%
4,456
MSFT icon
24
Microsoft
MSFT
$2.89T
$835K 0.93%
2,239
+2
JPM icon
25
JPMorgan Chase
JPM
$909B
$810K 0.9%
2,476
-16
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