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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
51
$334K 0.45%
7,516
52
$324K 0.44%
5,685
+2,076
53
$302K 0.41%
2,675
54
$298K 0.4%
+282
55
$298K 0.4%
1,546
+382
56
$292K 0.39%
81
-8
57
$273K 0.37%
5,685
-931
58
$271K 0.37%
1,964
+371
59
$270K 0.37%
709
-23
60
$258K 0.35%
823
+821
61
$255K 0.34%
777
-34
62
$252K 0.34%
3,255
-340
63
$251K 0.34%
4,809
+4,800
64
$247K 0.33%
1,441
65
$247K 0.33%
794
+397
66
$244K 0.33%
1,750
+1,050
67
$238K 0.32%
13,034
+238
68
$232K 0.31%
955
69
$230K 0.31%
4,780
+2,390
70
$230K 0.31%
2,500
+1,250
71
$222K 0.3%
1,923
+8
72
$221K 0.3%
5,524
+2,762
73
$217K 0.29%
750
+4
74
$213K 0.29%
3,940
+1,824
75
$211K 0.29%
2,334
+1,138
1 2
3
4 5