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
276
$401K 0.04%
+4,678
277
$399K 0.04%
+13,127
278
$393K 0.04%
15,643
+111
279
$388K 0.04%
3,414
+1,185
280
$382K 0.03%
2,262
-785
281
$381K 0.03%
2,772
+409
282
$378K 0.03%
7,432
-9
283
$377K 0.03%
4,861
+309
284
$376K 0.03%
+5,772
285
$375K 0.03%
+11,203
286
$375K 0.03%
2,180
+13
287
$373K 0.03%
6,368
-114
288
$373K 0.03%
2,949
+880
289
$371K 0.03%
+1,505
290
$368K 0.03%
1,049
+164
291
$361K 0.03%
3,706
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292
$361K 0.03%
9,931
293
$360K 0.03%
1,917
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294
$354K 0.03%
+8,270
295
$350K 0.03%
+15,180
296
$348K 0.03%
+6,761
297
$346K 0.03%
6,604
+45
298
$345K 0.03%
4,027
+204
299
$345K 0.03%
4,816
+1,547
300
$344K 0.03%
13,647
-73
10 11
12
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