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
$1.25B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.7M
3
+$4.25M
4
BND icon
Vanguard Total Bond Market
BND
+$3.46M
5
AMZN icon
Amazon
AMZN
+$2.72M

Top Sells

1
+$10.9M
2
+$2.6M
3
+$1.71M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.61M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.52M

Sector Composition

1 Technology 11.01%
2 Communication Services 7.44%
3 Consumer Discretionary 6.05%
4 Financials 4.36%
5 Healthcare 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$236K 0.02%
+1,732
377
$235K 0.02%
1,993
-5
378
$234K 0.02%
+8,376
379
$234K 0.02%
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380
$233K 0.02%
1,327
-8,684
381
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3,943
+257
382
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244
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383
$230K 0.02%
1,741
+5
384
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+1,285
385
$228K 0.02%
3,876
+342
386
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1,219
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387
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388
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+4,399
389
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184
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390
$224K 0.02%
+2,066
391
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2,155
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392
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394
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2,390
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396
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397
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2,836
-306
398
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3,178
-460
399
$213K 0.02%
+2,768
400
$213K 0.02%
8,013
-6,659
14 15
16
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