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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
476
$251 ﹤0.01%
29
-2
477
$247 ﹤0.01%
+13
478
$243 ﹤0.01%
14
-1
479
$231 ﹤0.01%
+2
480
$224 ﹤0.01%
+6
481
$209 ﹤0.01%
+14
482
$208 ﹤0.01%
4
+1
483
$201 ﹤0.01%
+17
484
$181 ﹤0.01%
1
485
$112 ﹤0.01%
24
486
$110 ﹤0.01%
1
487
$97 ﹤0.01%
+8
488
$97 ﹤0.01%
+4
489
$92 ﹤0.01%
+49
490
$87 ﹤0.01%
+8
491
$86 ﹤0.01%
+9
492
$84 ﹤0.01%
8
-2
493
$65 ﹤0.01%
+3
494
$59 ﹤0.01%
1
495
$54 ﹤0.01%
2
496
$34 ﹤0.01%
+50
497
$25 ﹤0.01%
1
498
– –
-100
499
– –
-1
500
– –
-10
18 19
20
21 22