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
376
$7.19K 0.01%
+21
377
$7.06K 0.01%
+78
378
$7.05K 0.01%
+92
379
$7.01K 0.01%
+51
380
$6.84K 0.01%
+154
381
$6.79K 0.01%
+39
382
$6.75K 0.01%
+58
383
$6.71K 0.01%
+475
384
$6.69K 0.01%
+72
385
$6.67K 0.01%
+8
386
$6.66K 0.01%
+142
387
$6.51K 0.01%
+31
388
$6.38K 0.01%
+9
389
$6.34K 0.01%
+135
390
$6.33K 0.01%
+404
391
$6.26K 0.01%
+100
392
$6.13K 0.01%
+6
393
$6.06K 0.01%
+63
394
$6.04K 0.01%
+84
395
$5.92K 0.01%
+32
396
$5.84K 0.01%
+228
397
$5.84K 0.01%
+69
398
$5.81K 0.01%
+30
399
$5.8K 0.01%
+94
400
$5.61K 0.01%
+150
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