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
351
$9.48K 0.01%
+100
352
$9.47K 0.01%
+89
353
$9.34K 0.01%
+55
354
$9.23K 0.01%
+119
355
$9.11K 0.01%
+41
356
$8.98K 0.01%
+41
357
$8.89K 0.01%
+113
358
$8.57K 0.01%
+125
359
$8.48K 0.01%
+120
360
$8.23K 0.01%
+400
361
$8.11K 0.01%
+26
362
$8.1K 0.01%
+144
363
$8.09K 0.01%
+1,000
364
$8.06K 0.01%
+150
365
$8.02K 0.01%
+63
366
$7.89K 0.01%
+75
367
$7.65K 0.01%
+51
368
$7.59K 0.01%
+43
369
$7.55K 0.01%
+95
370
$7.53K 0.01%
+550
371
$7.46K 0.01%
+75
372
$7.4K 0.01%
+1,209
373
$7.39K 0.01%
+141
374
$7.3K 0.01%
+316
375
$7.21K 0.01%
+58
13 14
15
16 17