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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
$89.6M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$242K
3
+$165K
4
CRDO icon
Credo Technology Group
CRDO
+$114K
5
AMD icon
Advanced Micro Devices
AMD
+$108K

Top Sells

1
+$1.1M
2
+$538K
3
+$516K
4
TSLA icon
Tesla
TSLA
+$253K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$218K

Sector Composition

1 Technology 28.15%
2 Consumer Discretionary 9.39%
3 Financials 5.29%
4 Industrials 2.99%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHH icon
426
Schwab US REIT ETF
SCHH
$11.3B
$5.12K 0.01%
217
+2
GOVT icon
427
iShares US Treasury Bond ETF
GOVT
$43.4B
$5.05K 0.01%
222
+1
ARKG icon
428
ARK Genomic Revolution ETF
ARKG
$1.73B
$5.05K 0.01%
120
PTC icon
429
PTC
PTC
$14.4B
$4.89K 0.01%
43
ZBH icon
430
Zimmer Biomet
ZBH
$17.3B
$4.65K 0.01%
54
REVS icon
431
Columbia Research Enhanced Value ETF
REVS
$320M
$4.62K 0.01%
147
PODD icon
432
Insulet
PODD
$11.2B
$4.42K ﹤0.01%
29
CRM icon
433
Salesforce
CRM
$139B
$4.23K ﹤0.01%
27
TCAF icon
434
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.49B
$4.09K ﹤0.01%
100
NOK icon
435
Nokia
NOK
$66.2B
$3.98K ﹤0.01%
300
DRIV icon
436
Global X Autonomous & Electric Vehicles ETF
DRIV
$412M
$3.9K ﹤0.01%
102
MORN icon
437
Morningstar
MORN
$6.5B
$3.87K ﹤0.01%
25
SCHP icon
438
Schwab US TIPS ETF
SCHP
$16.4B
$3.81K ﹤0.01%
144
+2
MET icon
439
MetLife
MET
$59B
$3.73K ﹤0.01%
45
+1
LIT icon
440
Global X Lithium & Battery Tech ETF
LIT
$1.68B
$3.54K ﹤0.01%
46
-204
JMIA
441
Jumia Technologies
JMIA
$860M
$3.52K ﹤0.01%
+500
ABR icon
442
Arbor Realty Trust
ABR
$950M
$3.49K ﹤0.01%
644
+20
DXCM icon
443
DexCom
DXCM
$28.4B
$3.37K ﹤0.01%
50
BCAT icon
444
BlackRock Capital Allocation Term Trust
BCAT
$1.67B
$3.35K ﹤0.01%
211
+7
FDXF
445
FedEx Freight
FDXF
$21.5B
$3.32K ﹤0.01%
+22
INTL icon
446
Main International ETF
INTL
$230M
$3.06K ﹤0.01%
+100
CIFR icon
447
Cipher Digital Inc
CIFR
$8.37B
$2.99K ﹤0.01%
122
-42
LI icon
448
Li Auto
LI
$12B
$2.94K ﹤0.01%
+250
SPHD icon
449
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.41B
$2.93K ﹤0.01%
58
-20
IR icon
450
Ingersoll Rand
IR
$30.8B
$2.88K ﹤0.01%
36
16 17
18
19 20