KFP

Kerr Financial Planning Portfolio holdings

AUM $81.4M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$3.91M
3 +$3.65M
4
AAPL icon
Apple
AAPL
+$3.3M
5
AMZN icon
Amazon
AMZN
+$2.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.35%
2 Consumer Discretionary 12.25%
3 Financials 6.03%
4 Communication Services 2.54%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25.7K 0.04%
+61
227
$25.7K 0.04%
+40
228
$25.6K 0.04%
+90
229
$25.5K 0.04%
+125
230
$25.1K 0.04%
+209
231
$25K 0.04%
+213
232
$24.8K 0.03%
+10,000
233
$24.8K 0.03%
+72
234
$24.6K 0.03%
+438
235
$24.6K 0.03%
+1,008
236
$24.5K 0.03%
+210
237
$24.3K 0.03%
+1,056
238
$24.3K 0.03%
+452
239
$24.2K 0.03%
+102
240
$23.8K 0.03%
+35
241
$23.8K 0.03%
+136
242
$23.8K 0.03%
+30
243
$23.7K 0.03%
+50
244
$22.9K 0.03%
+379
245
$22.8K 0.03%
+13
246
$22.7K 0.03%
+242
247
$22.5K 0.03%
+419
248
$22.4K 0.03%
+92
249
$22.2K 0.03%
+256
250
$21.9K 0.03%
+244