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KFP
Kerr Financial Planning Portfolio holdings
AUM
$89.6M
1-Year Est. Return
72.73%
This Fund
S&P 500
1 Year Est. Return
+72.73%
AUM
$74M
AUM Growth
+$2.99M
(+4.2%)
Holding
607
Top Buys
| 1 | +$815K | |
| 2 | +$638K | |
| 3 | +$570K | |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$558K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$552K |
Top Sells
| 1 | +$4.3M | |
| 2 | +$645K | |
| 3 | +$296K | |
| 4 |
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
|
+$173K |
| 5 |
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% |