KP

Keel Point Portfolio holdings

AUM $1.62B
1-Year Est. Return 22.14%
This Quarter Est. Return
1 Year Est. Return
+22.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$9.46M
2 +$7.78M
3 +$5.91M
4
HD icon
Home Depot
HD
+$5.26M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.52M

Top Sells

1 +$13.4M
2 +$2.82M
3 +$1.36M
4
NFLX icon
Netflix
NFLX
+$1.19M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.06M

Sector Composition

1 Technology 11.87%
2 Communication Services 8.57%
3 Consumer Discretionary 5.98%
4 Financials 4.81%
5 Healthcare 4.18%