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
251
$449K 0.04%
2,063
+619
252
$445K 0.04%
+5,168
253
$445K 0.04%
4,271
+2,431
254
$445K 0.04%
8,409
+1,731
255
$442K 0.04%
+10,248
256
$438K 0.04%
5,991
+399
257
$436K 0.04%
6,026
+1,243
258
$433K 0.04%
784
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259
$426K 0.04%
6,060
+2,391
260
$425K 0.04%
4,396
+1,409
261
$424K 0.04%
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262
$422K 0.04%
6,623
+1,771
263
$421K 0.04%
4,056
+341
264
$417K 0.04%
3,811
+1,352
265
$417K 0.04%
1,022
-182
266
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2,324
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267
$414K 0.04%
6,318
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268
$411K 0.04%
518
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269
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2,337
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270
$410K 0.04%
9,681
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271
$410K 0.04%
1,683
+298
272
$409K 0.04%
+14,169
273
$408K 0.04%
11,543
-243
274
$405K 0.04%
824
-81
275
$404K 0.04%
1,215
-27
9 10
11
12 13