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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
1
$4.53M 6.12%
11,452
+179
2
$4.01M 5.42%
14,511
-85
3
$3.68M 4.98%
21,298
+334
4
$2.67M 3.61%
12,024
+426
5
$2.08M 2.81%
3,050
+9
6
$2.02M 2.74%
34,675
+9,987
7
$1.97M 2.67%
29,679
+2,521
8
$1.69M 2.28%
4,640
+2,323
9
$1.57M 2.12%
9,491
+2,032
10
$1.5M 2.03%
11,525
11
$1.36M 1.83%
56,315
+22,231
12
$1.26M 1.7%
2,028
+889
13
$1.2M 1.63%
12,688
+6,774
14
$1.16M 1.56%
4,428
+266
15
$1.07M 1.45%
23,002
-250
16
$943K 1.28%
4,937
+97
17
$872K 1.18%
2,189
-27
18
$813K 1.1%
1,203
+604
19
$787K 1.06%
7,950
20
$760K 1.03%
12,542
+7,262
21
$742K 1%
5,008
-235
22
$741K 1%
2,396
+3
23
$723K 0.98%
2,206
+374
24
$695K 0.94%
6,946
+408
25
$596K 0.81%
882
+101
1
2 3 4 5