KP

Keel Point Portfolio holdings

AUM $1.49B
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$931M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.52M
3
+$2.42M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$2.36M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$2.2M

Top Sells

1
+$42.5M
2
+$16.6M
3
+$7.87M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$7.82M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.3M

Sector Composition

1 Technology 9.17%
2 Healthcare 4.36%
3 Communication Services 2.15%
4 Financials 2.14%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
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