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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
$89.6M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$242K
3
+$165K
4
CRDO icon
Credo Technology Group
CRDO
+$114K
5
AMD icon
Advanced Micro Devices
AMD
+$108K

Top Sells

1
+$1.1M
2
+$538K
3
+$516K
4
TSLA icon
Tesla
TSLA
+$253K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$218K

Sector Composition

1 Technology 28.15%
2 Consumer Discretionary 9.39%
3 Financials 5.29%
4 Industrials 2.99%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLOK icon
476
Amplify Blockchain Technology ETF
BLOK
$1.13B
$940 ﹤0.01%
15
VWO icon
477
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$836 ﹤0.01%
14
+13
RKT icon
478
Rocket Companies
RKT
$41.4B
$814 ﹤0.01%
8
-25
BKKT icon
479
Bakkt Inc
BKKT
$370M
$781 ﹤0.01%
100
VXF icon
480
Vanguard Extended Market ETF
VXF
$30.7B
$739 ﹤0.01%
3
-15
SLV icon
481
iShares Silver Trust
SLV
$29.1B
$696 ﹤0.01%
13
CAPS
482
Capstone Holding Corp
CAPS
$3.72M
$690 ﹤0.01%
75
VERI icon
483
Veritone
VERI
$116M
$685 ﹤0.01%
500
IJS icon
484
iShares S&P Small-Cap 600 Value ETF
IJS
$7.96B
$684 ﹤0.01%
5
SPYI icon
485
NEOS S&P 500 High Income ETF
SPYI
$10.5B
$677 ﹤0.01%
13
-18
BMNR
486
BitMine Immersion Technologies
BMNR
$8.43B
$666 ﹤0.01%
51
CLSK icon
487
CleanSpark
CLSK
$3.2B
$568 ﹤0.01%
39
-8
CACI icon
488
CACI
CACI
$11B
$464 ﹤0.01%
1
XYZ
489
Block Inc
XYZ
$46.2B
$456 ﹤0.01%
6
+1
GLXY
490
Galaxy Digital Inc
GLXY
$4.74B
$438 ﹤0.01%
16
BN icon
491
Brookfield
BN
$107B
$384 ﹤0.01%
9
-13
GRAB icon
492
Grab
GRAB
$16.1B
$355 ﹤0.01%
94
-137
METCB icon
493
Ramaco Resources Class B
METCB
$511M
$317 ﹤0.01%
37
INSG icon
494
Inseego
INSG
$133M
$310 ﹤0.01%
30
ATRA icon
495
Atara Biotherapeutics
ATRA
$92.4M
$276 ﹤0.01%
24
DXYZ
496
Destiny Tech100
DXYZ
$748M
$258 ﹤0.01%
10
AI icon
497
C3.ai
AI
$1.39B
$255 ﹤0.01%
28
+3
EC icon
498
Ecopetrol
EC
$30.2B
$243 ﹤0.01%
17
BOXX icon
499
Alpha Architect 1-3 Month Box ETF
BOXX
$12.7B
$235 ﹤0.01%
2
-1
TEM
500
Tempus AI
TEM
$10.8B
$232 ﹤0.01%
4
18 19
20
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