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
126
$83K 0.12%
+1,288
127
$80.9K 0.11%
+1,195
128
$79.8K 0.11%
+936
129
$78.1K 0.11%
+518
130
$77.7K 0.11%
+373
131
$77.7K 0.11%
+667
132
$75.8K 0.11%
+480
133
$74.8K 0.11%
+701
134
$74.1K 0.1%
+918
135
$73.5K 0.1%
+6,600
136
$72.2K 0.1%
+1,736
137
$68.5K 0.1%
+202
138
$68.1K 0.1%
+1,197
139
$67.9K 0.1%
+3,402
140
$66.8K 0.09%
+72
141
$64.3K 0.09%
+314
142
$62.9K 0.09%
+1,044
143
$61K 0.09%
+1,169
144
$60.7K 0.09%
+835
145
$59.7K 0.08%
+1,200
146
$59.5K 0.08%
+239
147
$57.5K 0.08%
+253
148
$56.8K 0.08%
+186
149
$56.2K 0.08%
+2,600
150
$55.1K 0.08%
+94