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
201
$32.3K 0.05%
+211
202
$32.2K 0.05%
+290
203
$31.7K 0.04%
+336
204
$31.7K 0.04%
+2,429
205
$31.7K 0.04%
+625
206
$31.5K 0.04%
+346
207
$31.2K 0.04%
+105
208
$31.1K 0.04%
+436
209
$30.6K 0.04%
+77
210
$30.6K 0.04%
+37
211
$30.4K 0.04%
+179
212
$30.1K 0.04%
+1,724
213
$29.4K 0.04%
+53
214
$29K 0.04%
+101
215
$28.5K 0.04%
+318
216
$28.4K 0.04%
+194
217
$28.3K 0.04%
+200
218
$27.4K 0.04%
+150
219
$27.4K 0.04%
+140
220
$27.4K 0.04%
+221
221
$27.4K 0.04%
+46
222
$26.8K 0.04%
+81
223
$26.5K 0.04%
+100
224
$26K 0.04%
+885
225
$25.9K 0.04%
+145
7 8
9
10 11