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
$1.11B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$15.9M
3
+$11M
4
ISRG icon
Intuitive Surgical
ISRG
+$9.19M
5
TSLA icon
Tesla
TSLA
+$7.28M

Top Sells

1
+$13.8M
2
+$5.75M
3
+$5.23M
4
BLES icon
Inspire Global Hope ETF
BLES
+$2.86M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.3M

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
401
$214K 0.02%
+10,150
402
$212K 0.02%
+1,643
403
$209K 0.02%
+509
404
$208K 0.02%
+5,771
405
$208K 0.02%
1,967
-30
406
$207K 0.02%
+432
407
$207K 0.02%
379
-2
408
$207K 0.02%
+13,291
409
$206K 0.02%
+6,926
410
$206K 0.02%
+577
411
$204K 0.02%
+4,454
412
$203K 0.02%
+7,569
413
$203K 0.02%
+6,588
414
$202K 0.02%
+373
415
$193K 0.02%
+21,082
416
$188K 0.02%
+14,108
417
$178K 0.02%
17,921
-21
418
$176K 0.02%
12,426
419
$169K 0.02%
+10,768
420
$163K 0.01%
+12,300
421
$162K 0.01%
+20,404
422
$143K 0.01%
14,145
-4,691
423
$141K 0.01%
+12,100
424
$136K 0.01%
+16,650
425
$133K 0.01%
13,574
+1,637
15 16
17
18 19