We are live on ! Find out more
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
76
$206K 0.28%
3,110
+548
77
$203K 0.27%
5,950
78
$202K 0.27%
6,700
+3,359
79
$202K 0.27%
1,122
+163
80
$201K 0.27%
2,142
-82
81
$197K 0.27%
903
82
$196K 0.26%
3,936
-1,573
83
$195K 0.26%
2,425
84
$190K 0.26%
1,263
+168
85
$185K 0.25%
602
86
$177K 0.24%
3,340
+2,171
87
$174K 0.24%
1,450
-14
88
$174K 0.23%
785
+1
89
$173K 0.23%
1,480
+1
90
$172K 0.23%
689
+450
91
$163K 0.22%
3,350
-650
92
$159K 0.22%
670
+3
93
$158K 0.21%
2,016
+1,098
94
$155K 0.21%
21,000
-1,000
95
$151K 0.2%
3,720
96
$151K 0.2%
2,743
+43
97
$144K 0.19%
141
-2
98
$134K 0.18%
14,964
99
$132K 0.18%
2,711
-300
100
$131K 0.18%
193
2 3
4
5 6