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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
351
$10.5K 0.01%
430
+7
352
$10.5K 0.01%
109
-19
353
$10.5K 0.01%
+200
354
$10.2K 0.01%
+50
355
$10.2K 0.01%
98
-20
356
$10.2K 0.01%
52
-1
357
$10.2K 0.01%
145
358
$10.1K 0.01%
100
359
$10K 0.01%
+175
360
$9.94K 0.01%
120
361
$9.24K 0.01%
400
+396
362
$9.21K 0.01%
58
363
$9.17K 0.01%
125
364
$8.98K 0.01%
113
365
$8.56K 0.01%
142
366
$8.53K 0.01%
26
367
$8.51K 0.01%
+452
368
$8.49K 0.01%
135
-1,501
369
$8.35K 0.01%
51
370
$8.33K 0.01%
41
371
$8.13K 0.01%
42
372
$8.02K 0.01%
109
+91
373
$7.98K 0.01%
63
374
$7.94K 0.01%
200
375
$7.83K 0.01%
58
13 14
15
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