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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
CRWV
276
CoreWeave Inc
CRWV
$45.6B
$19.9K 0.02%
200
ABNB icon
277
Airbnb
ABNB
$88.3B
$19.7K 0.02%
138
-58
PSH icon
278
PGIM Short Duration High Yield ETF
PSH
$164M
$19.7K 0.02%
1,204
EFV icon
279
iShares MSCI EAFE Value ETF
EFV
$24.7B
$19.6K 0.02%
256
VPU
280
Vanguard Utilities ETF
VPU
$8.75B
$19.6K 0.02%
100
-131
GLD icon
281
SPDR Gold Trust
GLD
$132B
$19.5K 0.02%
53
FTC icon
282
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.34B
$19.4K 0.02%
101
NDAQ icon
283
Nasdaq
NDAQ
$48.9B
$18.7K 0.02%
238
TMUS icon
284
T-Mobile US
TMUS
$200B
$18.7K 0.02%
112
BURL icon
285
Burlington
BURL
$19.9B
$18.7K 0.02%
59
IDYA icon
286
IDEAYA Biosciences
IDYA
$3.9B
$18.6K 0.02%
+500
MAR icon
287
Marriott International
MAR
$100B
$18.5K 0.02%
50
IDXX icon
288
Idexx Laboratories
IDXX
$45B
$18.4K 0.02%
35
MCO icon
289
Moody's
MCO
$87.4B
$18.4K 0.02%
41
-1
MCHP icon
290
Microchip Technology
MCHP
$45.7B
$18.4K 0.02%
202
+1
SPOT icon
291
Spotify
SPOT
$102B
$18.4K 0.02%
40
ELV icon
292
Elevance Health
ELV
$91B
$18.3K 0.02%
48
-2
SCZ icon
293
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.2B
$18.1K 0.02%
220
SPYV icon
294
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.9B
$18K 0.02%
296
+130
WEC icon
295
WEC Energy
WEC
$38.3B
$17.4K 0.02%
150
+2
RBA icon
296
RB Global
RBA
$21.1B
$17.1K 0.02%
147
IYH icon
297
iShares US Healthcare ETF
IYH
$3.28B
$17K 0.02%
255
+1
MP icon
298
MP Materials
MP
$8.99B
$16.9K 0.02%
301
+100
PMT
299
PennyMac Mortgage Investment
PMT
$924M
$16.7K 0.02%
1,485
DUOL icon
300
Duolingo
DUOL
$6.15B
$16.7K 0.02%
145
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