KP

Keel Point Portfolio holdings

AUM $1.51B
1-Year Est. Return 22.01%
This Quarter Est. Return
1 Year Est. Return
+22.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$10.8M
3
+$10.6M
4
TSLA icon
Tesla
TSLA
+$8.65M
5
AMZN icon
Amazon
AMZN
+$6M

Top Sells

1
+$14.3M
2
+$5.96M
3
+$5.42M
4
BLES icon
Inspire Global Hope ETF
BLES
+$2.88M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.33M

Sector Composition

1 Technology 10.82%
2 Communication Services 6.7%
3 Healthcare 5.3%
4 Consumer Discretionary 4.82%
5 Financials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$501K 0.05%
+20,714
227
$497K 0.04%
14,701
+99
228
$494K 0.04%
+3,616
229
$493K 0.04%
27,650
+1,695
230
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859
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231
$487K 0.04%
5,790
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232
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2,017
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233
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234
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3,503
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235
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855
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236
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11,185
237
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238
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10,997
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239
$472K 0.04%
3,504
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240
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241
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242
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243
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245
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246
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247
$455K 0.04%
3,339
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248
$455K 0.04%
2,085
+158
249
$453K 0.04%
2,033
+21
250
$452K 0.04%
16,218
-13,773
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10
11 12