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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
451
$1.31K ﹤0.01%
320
+26
452
$1.24K ﹤0.01%
6
+3
453
$1.14K ﹤0.01%
145
454
$1.08K ﹤0.01%
7
-19
455
$1.01K ﹤0.01%
52
+1
456
$899 ﹤0.01%
50
457
$880 ﹤0.01%
+13
458
$846 ﹤0.01%
600
459
$814 ﹤0.01%
16
-2
460
$706 ﹤0.01%
73
-30
461
$618 ﹤0.01%
5
462
$534 ﹤0.01%
+8
463
$489 ﹤0.01%
38
-1
464
$445 ﹤0.01%
19
+18
465
$440 ﹤0.01%
6
+3
466
$432 ﹤0.01%
5
+1
467
$382 ﹤0.01%
13
468
$364 ﹤0.01%
+75
469
$336 ﹤0.01%
100
470
$321 ﹤0.01%
+27
471
$302 ﹤0.01%
4
+2
472
$292 ﹤0.01%
30
473
$270 ﹤0.01%
5
-1
474
$257 ﹤0.01%
25
475
$253 ﹤0.01%
+6
17 18
19
20 21