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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
26
$576K 0.78%
2,626
+396
27
$559K 0.76%
1,861
+1
28
$522K 0.71%
3,568
+400
29
$518K 0.7%
1,579
+11
30
$516K 0.7%
8,182
-793
31
$501K 0.68%
505
-4
32
$498K 0.67%
8,382
-427
33
$491K 0.66%
1,597
+720
34
$440K 0.59%
4,782
+19
35
$439K 0.59%
3,928
-284
36
$435K 0.59%
9,244
+4,622
37
$433K 0.59%
3,675
+2
38
$430K 0.58%
4,412
+180
39
$429K 0.58%
1,754
+157
40
$418K 0.57%
2,859
+1,332
41
$414K 0.56%
821
+20
42
$410K 0.55%
4,174
+402
43
$394K 0.53%
5,501
+3,301
44
$388K 0.52%
1,942
+105
45
$378K 0.51%
4,351
+13
46
$373K 0.5%
5,053
+2
47
$364K 0.49%
11,924
+4
48
$355K 0.48%
2,005
49
$351K 0.47%
3,136
-524
50
$335K 0.45%
913
-7
1
2
3 4 5