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
426
$3.38K ﹤0.01%
+50
427
$3.35K ﹤0.01%
+193
428
$3.26K ﹤0.01%
+120
429
$3.11K ﹤0.01%
+24
430
$3K ﹤0.01%
+79
431
$2.99K ﹤0.01%
+220
432
$2.98K ﹤0.01%
+198
433
$2.96K ﹤0.01%
+10
434
$2.96K ﹤0.01%
+101
435
$2.94K ﹤0.01%
+50
436
$2.93K ﹤0.01%
+45
437
$2.78K ﹤0.01%
+8
438
$2.78K ﹤0.01%
+75
439
$2.75K ﹤0.01%
+209
440
$2.72K ﹤0.01%
+149
441
$2.71K ﹤0.01%
+19
442
$2.68K ﹤0.01%
+45
443
$2.66K ﹤0.01%
+19
444
$2.66K ﹤0.01%
+52
445
$2.59K ﹤0.01%
+100
446
$2.55K ﹤0.01%
+263
447
$2.5K ﹤0.01%
+177
448
$2.3K ﹤0.01%
+35
449
$2.28K ﹤0.01%
+57
450
$2.25K ﹤0.01%
+500
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