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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
126
$93.9K 0.13%
492
+231
127
$92.3K 0.12%
+4,997
128
$91.9K 0.12%
2,109
+2,083
129
$90K 0.12%
336
-8
130
$89.4K 0.12%
925
-300
131
$88.4K 0.12%
1,350
+3
132
$86.1K 0.12%
1,195
133
$85.5K 0.12%
664
-3
134
$84K 0.11%
70
-2
135
$83.7K 0.11%
938
+2
136
$82.8K 0.11%
1,100
+980
137
$82.5K 0.11%
3,290
+1,645
138
$81.9K 0.11%
300
139
$80.4K 0.11%
720
140
$79.6K 0.11%
2,924
-394
141
$77.6K 0.1%
701
142
$77.6K 0.1%
1,203
+601
143
$73.8K 0.1%
1,200
144
$71.9K 0.1%
998
-46
145
$70.3K 0.1%
768
+384
146
$70.2K 0.09%
253
147
$69.3K 0.09%
14,000
-983
148
$69.1K 0.09%
94
149
$68.1K 0.09%
665
-252
150
$67.9K 0.09%
907
+454
4 5
6
7 8