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
351
$257K 0.02%
8,798
-550
352
$257K 0.02%
1,283
-8
353
$256K 0.02%
+16,941
354
$254K 0.02%
4,991
+1,291
355
$254K 0.02%
6,203
-2,540
356
$252K 0.02%
5,466
357
$252K 0.02%
+7,859
358
$251K 0.02%
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359
$250K 0.02%
+8,852
360
$249K 0.02%
535
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361
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1,195
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362
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363
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+3,412
364
$245K 0.02%
197
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365
$244K 0.02%
5,034
+453
366
$244K 0.02%
898
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367
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368
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3,270
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369
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1,400
-217
370
$241K 0.02%
5,046
-2,607
371
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+3,194
372
$240K 0.02%
4,902
+575
373
$240K 0.02%
+3,109
374
$238K 0.02%
+1,683
375
$237K 0.02%
75
+2
13 14
15
16 17