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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
101
$130K 0.18%
1,129
-799
102
$128K 0.17%
1,403
103
$126K 0.17%
1,670
+835
104
$124K 0.17%
1,046
-1
105
$124K 0.17%
1,665
-312
106
$122K 0.16%
343
-1
107
$121K 0.16%
888
-13
108
$118K 0.16%
+5,117
109
$117K 0.16%
1,865
-192
110
$117K 0.16%
500
111
$114K 0.15%
1,846
+9
112
$113K 0.15%
2,368
113
$112K 0.15%
1,768
+884
114
$112K 0.15%
1,350
+125
115
$110K 0.15%
516
-2
116
$110K 0.15%
12,164
+4,392
117
$109K 0.15%
2,567
-4,283
118
$108K 0.15%
2,826
-955
119
$107K 0.15%
480
120
$107K 0.15%
641
+2
121
$105K 0.14%
318
-267
122
$102K 0.14%
306
+153
123
$101K 0.14%
2,527
+8
124
$96.5K 0.13%
1,890
+400
125
$96K 0.13%
731
3 4
5
6 7