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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
$89.6M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$242K
3
+$165K
4
CRDO icon
Credo Technology Group
CRDO
+$114K
5
AMD icon
Advanced Micro Devices
AMD
+$108K

Top Sells

1
+$1.1M
2
+$538K
3
+$516K
4
TSLA icon
Tesla
TSLA
+$253K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$218K

Sector Composition

1 Technology 28.15%
2 Consumer Discretionary 9.39%
3 Financials 5.29%
4 Industrials 2.99%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TT icon
176
Trane Technologies
TT
$105B
$50.1K 0.06%
102
IGM icon
177
iShares Expanded Tech Sector ETF
IGM
$10.3B
$49.2K 0.05%
301
QCLN icon
178
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$758M
$48.1K 0.05%
784
-41
SO icon
179
Southern Company
SO
$110B
$47.9K 0.05%
+500
MCD icon
180
McDonald's
MCD
$201B
$47.8K 0.05%
177
-10
OXY icon
181
Occidental Petroleum
OXY
$51.4B
$46.9K 0.05%
965
ANET icon
182
Arista Networks
ANET
$210B
$46.7K 0.05%
275
IP icon
183
International Paper
IP
$20.1B
$45.9K 0.05%
1,205
VGT icon
184
Vanguard Information Technology ETF
VGT
$139B
$45.9K 0.05%
384
-592
LYV icon
185
Live Nation Entertainment
LYV
$42.8B
$45.8K 0.05%
250
TGT icon
186
Target
TGT
$57.9B
$45.7K 0.05%
350
ARKQ icon
187
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.08B
$45.7K 0.05%
346
FANG icon
188
Diamondback Energy
FANG
$50.8B
$44.9K 0.05%
256
+1
XLV icon
189
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$43.1K 0.05%
272
+1
CTVA icon
190
Corteva
CTVA
$58B
$42.6K 0.05%
503
CWBC
191
Community West Bancshares
CWBC
$733M
$42.4K 0.05%
1,577
+8
URI icon
192
United Rentals
URI
$66.2B
$42.3K 0.05%
38
BMY icon
193
Bristol-Myers Squibb
BMY
$118B
$41.9K 0.05%
728
+3
HD icon
194
Home Depot
HD
$344B
$41.8K 0.05%
119
+1
SCHR
195
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$40.6K 0.05%
1,645
PFE icon
196
Pfizer
PFE
$137B
$39.7K 0.04%
1,648
+4
TMO icon
197
Thermo Fisher Scientific
TMO
$192B
$38K 0.04%
76
DIS icon
198
Walt Disney
DIS
$169B
$37.5K 0.04%
390
DE icon
199
Deere & Co
DE
$163B
$37.4K 0.04%
59
IWR icon
200
iShares Russell Mid-Cap ETF
IWR
$56.8B
$37.1K 0.04%
336
6 7
8
9 10