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
476
$1.31K ﹤0.01%
+600
477
$1.31K ﹤0.01%
+56
478
$1.27K ﹤0.01%
+26
479
$1.27K ﹤0.01%
+100
480
$1.12K ﹤0.01%
+40
481
$1.07K ﹤0.01%
+18
482
$1.05K ﹤0.01%
+10
483
$983 ﹤0.01%
+18
484
$979 ﹤0.01%
+51
485
$918 ﹤0.01%
+4
486
$912 ﹤0.01%
+68
487
$824 ﹤0.01%
+2
488
$665 ﹤0.01%
+7
489
$655 ﹤0.01%
+1
490
$651 ﹤0.01%
+15
491
$611 ﹤0.01%
+3
492
$583 ﹤0.01%
+38
493
$549 ﹤0.01%
+5
494
$488 ﹤0.01%
+9
495
$424 ﹤0.01%
+100
496
$420 ﹤0.01%
+13
497
$376 ﹤0.01%
+15
498
$365 ﹤0.01%
+50
499
$365 ﹤0.01%
+12
500
$359 ﹤0.01%
+6
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