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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
$142M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.02M
3
+$1M
4
UMBF icon
UMB Financial
UMBF
+$604K
5
BKNG icon
Booking.com
BKNG
+$557K

Top Sells

1
+$910K
2
+$665K
3
+$551K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$410K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$391K

Sector Composition

1 Energy 43.82%
2 Technology 13.91%
3 Consumer Discretionary 6.03%
4 Financials 3.3%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPHD icon
426
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.41B
$3.83K ﹤0.01%
78
-73
SCHP icon
427
Schwab US TIPS ETF
SCHP
$16.4B
$3.81K ﹤0.01%
142
-139
MAGA icon
428
Point Bridge America First ETF
MAGA
$31.2M
$3.79K ﹤0.01%
46
-2,697
DRIV icon
429
Global X Autonomous & Electric Vehicles ETF
DRIV
$412M
$3.6K ﹤0.01%
102
+1
ARKG icon
430
ARK Genomic Revolution ETF
ARKG
$1.73B
$3.56K ﹤0.01%
120
MET icon
431
MetLife
MET
$59B
$3.45K ﹤0.01%
44
-48
NOK icon
432
Nokia
NOK
$66.2B
$3.32K ﹤0.01%
300
BCAT icon
433
BlackRock Capital Allocation Term Trust
BCAT
$1.67B
$3.05K ﹤0.01%
+204
DXCM icon
434
DexCom
DXCM
$28.4B
$3K ﹤0.01%
50
BLSH
435
Bullish
BLSH
$3.91B
$2.96K ﹤0.01%
75
IREN icon
436
Iris Energy
IREN
$14.2B
$2.85K ﹤0.01%
65
-51
IR icon
437
Ingersoll Rand
IR
$30.8B
$2.84K ﹤0.01%
36
-32
CIFR icon
438
Cipher Digital Inc
CIFR
$8.37B
$2.75K ﹤0.01%
164
-137
FLOT icon
439
iShares Floating Rate Bond ETF
FLOT
$9.98B
$2.71K ﹤0.01%
54
+2
CCL icon
440
Carnival Corporation Ltd
CCL
$36.5B
$2.65K ﹤0.01%
101
+1
XLB icon
441
State Street Materials Select Sector SPDR ETF
XLB
$8.23B
$2.61K ﹤0.01%
+51
RKT icon
442
Rocket Companies
RKT
$41.4B
$2.6K ﹤0.01%
33
+25
PTY icon
443
PIMCO Corporate & Income Opportunity Fund
PTY
$2.57B
$2.55K ﹤0.01%
209
-5
WULF icon
444
TeraWulf
WULF
$10B
$2.52K ﹤0.01%
124
+97
JIG icon
445
JPMorgan International Growth ETF
JIG
$479M
$2.15K ﹤0.01%
28
+1
XLP icon
446
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$2K ﹤0.01%
+24
XTIA icon
447
XTI Aerospace
XTIA
$60M
$1.93K ﹤0.01%
+1,000
NBIS
448
Nebius Group N.V.
NBIS
$49.6B
$1.87K ﹤0.01%
14
+10
HIG icon
449
Hartford Financial Services
HIG
$38.3B
$1.81K ﹤0.01%
+13
NCLH icon
450
Norwegian Cruise Line
NCLH
$8.65B
$1.79K ﹤0.01%
100
16 17
18
19 20