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
451
$2.23K ﹤0.01%
+10
452
$2.22K ﹤0.01%
+21
453
$2.2K ﹤0.01%
+54
454
$2.12K ﹤0.01%
+18
455
$2.07K ﹤0.01%
+1
456
$2.03K ﹤0.01%
+300
457
$2.02K ﹤0.01%
+30
458
$1.98K ﹤0.01%
+11
459
$1.98K ﹤0.01%
+26
460
$1.93K ﹤0.01%
+145
461
$1.8K ﹤0.01%
+100
462
$1.79K ﹤0.01%
+23
463
$1.76K ﹤0.01%
+216
464
$1.73K ﹤0.01%
+14
465
$1.64K ﹤0.01%
+60
466
$1.62K ﹤0.01%
+50
467
$1.59K ﹤0.01%
+294
468
$1.53K ﹤0.01%
+26
469
$1.49K ﹤0.01%
+24
470
$1.48K ﹤0.01%
+36
471
$1.46K ﹤0.01%
+11
472
$1.44K ﹤0.01%
+4
473
$1.35K ﹤0.01%
+103
474
$1.35K ﹤0.01%
+135
475
$1.33K ﹤0.01%
+4
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