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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
426
$3.29K ﹤0.01%
17
427
$3.2K ﹤0.01%
101
428
$3.19K ﹤0.01%
228
+8
429
$3.14K ﹤0.01%
100
430
$3.1K ﹤0.01%
45
431
$3.02K ﹤0.01%
52
+26
432
$2.79K ﹤0.01%
214
+5
433
$2.72K ﹤0.01%
70
+34
434
$2.69K ﹤0.01%
52
435
$2.62K ﹤0.01%
112
+56
436
$2.16K ﹤0.01%
100
437
$2.1K ﹤0.01%
20
+10
438
$2.06K ﹤0.01%
300
439
$2.06K ﹤0.01%
27
+1
440
$2K ﹤0.01%
+38
441
$1.99K ﹤0.01%
36
+18
442
$1.96K ﹤0.01%
193
443
$1.92K ﹤0.01%
90
-358
444
$1.89K ﹤0.01%
75
445
$1.77K ﹤0.01%
135
446
$1.72K ﹤0.01%
+150
447
$1.65K ﹤0.01%
10
-1
448
$1.62K ﹤0.01%
+250
449
$1.53K ﹤0.01%
500
450
$1.52K ﹤0.01%
+19
16 17
18
19 20