KP

Keel Point Portfolio holdings

AUM $1.66B
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$26.7M
3
+$8.87M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.91M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.9M

Top Sells

1
+$51.1M
2
+$22.5M
3
+$12.5M
4
MDT icon
Medtronic
MDT
+$3.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.77M

Sector Composition

1 Technology 9.59%
2 Healthcare 4.84%
3 Financials 3.48%
4 Industrials 3.28%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
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