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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
$74M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$638K
3
+$570K
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$558K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$552K

Top Sells

1
+$4.3M
2
+$645K
3
+$296K
4
DDIV icon
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
+$173K
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$129K

Sector Composition

1 Technology 22.83%
2 Consumer Discretionary 11.4%
3 Financials 5.23%
4 Communication Services 2.94%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.3K 0.04%
2,117
-4,588
227
$31K 0.04%
1,000
-300
228
$30.8K 0.04%
1,776
+52
229
$30.4K 0.04%
179
230
$30.2K 0.04%
194
231
$29.6K 0.04%
250
+3
232
$28.7K 0.04%
292
+2
233
$28.1K 0.04%
61
234
$28K 0.04%
+231
235
$27.3K 0.04%
221
236
$26.9K 0.04%
40
-6
237
$26.8K 0.04%
136
238
$26.7K 0.04%
141
-9
239
$26.6K 0.04%
203
+17
240
$26.5K 0.04%
440
+2
241
$26.2K 0.04%
102
242
$25.9K 0.04%
204
-5
243
$25.7K 0.03%
380
+1
244
$25K 0.03%
400
-19
245
$24.9K 0.03%
1,198
246
$24.8K 0.03%
1,500
247
$24.8K 0.03%
50
248
$24.4K 0.03%
242
249
$24K 0.03%
500
250
$24K 0.03%
101
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10
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