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
276
$16.6K 0.02%
+59
277
$16.3K 0.02%
+84
278
$16.2K 0.02%
+145
279
$16.1K 0.02%
+368
280
$15.9K 0.02%
+768
281
$15.8K 0.02%
+68
282
$15.7K 0.02%
+210
283
$15.6K 0.02%
+80
284
$15.6K 0.02%
+100
285
$15.2K 0.02%
+46
286
$15.2K 0.02%
+200
287
$15.2K 0.02%
+19
288
$14.7K 0.02%
+147
289
$14.6K 0.02%
+40
290
$14.3K 0.02%
+50
291
$14.2K 0.02%
+600
292
$14.1K 0.02%
+36
293
$14K 0.02%
+146
294
$13.8K 0.02%
+1,349
295
$13.7K 0.02%
+57
296
$13.7K 0.02%
+175
297
$13.6K 0.02%
+48
298
$13.6K 0.02%
+81
299
$13.4K 0.02%
+92
300
$13.3K 0.02%
+55