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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
176
$47.9K 0.06%
584
-30
177
$47.8K 0.06%
597
+251
178
$47K 0.06%
4,161
-396
179
$45.7K 0.06%
118
180
$45.6K 0.06%
+380
181
$45.5K 0.06%
828
+2
182
$44.7K 0.06%
744
+2
183
$44.5K 0.06%
+400
184
$44.4K 0.06%
102
185
$43.8K 0.06%
962
-197
186
$43.8K 0.06%
1,625
+18
187
$43.2K 0.06%
211
188
$43K 0.06%
813
+402
189
$42.2K 0.06%
254
190
$41.8K 0.06%
328
+200
191
$41.5K 0.06%
2,560
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192
$41.5K 0.06%
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194
$41K 0.06%
389
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195
$40.2K 0.05%
2,675
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196
$40K 0.05%
345
197
$39.8K 0.05%
88
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198
$39.2K 0.05%
3,472
+41
199
$38.6K 0.05%
198
200
$37.7K 0.05%
799
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