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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
401
$6.44K 0.01%
100
+50
402
$6.35K 0.01%
61
+6
403
$6.08K 0.01%
63
404
$6.06K 0.01%
33
405
$5.99K 0.01%
136
+1
406
$5.83K 0.01%
1,214
+5
407
$5.74K 0.01%
25
-6
408
$5.64K 0.01%
93
-77
409
$5.28K 0.01%
175
410
$5.2K 0.01%
150
411
$5.2K 0.01%
21
412
$5.13K 0.01%
27
-30
413
$4.8K 0.01%
116
+35
414
$4.78K 0.01%
54
415
$4.63K 0.01%
599
+18
416
$4.63K 0.01%
213
+2
417
$4.61K 0.01%
500
418
$4.52K 0.01%
78
419
$4.41K 0.01%
22
-10
420
$4.21K 0.01%
24
-1
421
$4.13K 0.01%
100
422
$3.97K 0.01%
17
423
$3.9K 0.01%
301
+124
424
$3.51K ﹤0.01%
50
425
$3.33K ﹤0.01%
120
15 16
17
18 19