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
376
$236K 0.02%
1,758
-222
377
$235K 0.02%
1,987
-965
378
$234K 0.02%
714
+20
379
$233K 0.02%
11,890
+15
380
$233K 0.02%
+1,388
381
$232K 0.02%
+7,984
382
$231K 0.02%
+15,255
383
$231K 0.02%
3,799
-511
384
$230K 0.02%
4,961
-3,578
385
$229K 0.02%
962
-108
386
$229K 0.02%
+10,613
387
$226K 0.02%
+864
388
$226K 0.02%
+3,709
389
$225K 0.02%
3,534
+93
390
$225K 0.02%
1,756
+113
391
$221K 0.02%
1,315
-587
392
$220K 0.02%
+5,381
393
$219K 0.02%
+252
394
$218K 0.02%
+5,371
395
$218K 0.02%
+1,714
396
$218K 0.02%
17,077
+3,819
397
$217K 0.02%
+3,633
398
$216K 0.02%
740
+7
399
$214K 0.02%
+1,710
400
$214K 0.02%
+987
14 15
16
17 18