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
51
$4.27M 0.39%
51,657
-24,248
52
$4.17M 0.38%
22,869
-1,676
53
$4.09M 0.37%
34,275
+2,119
54
$4.08M 0.37%
36,303
+789
55
$4.01M 0.36%
12,177
-761
56
$3.96M 0.36%
158,636
+86,358
57
$3.89M 0.35%
60,039
-29,885
58
$3.82M 0.34%
89,827
+3,156
59
$3.8M 0.34%
37,899
-2,558
60
$3.77M 0.34%
7,190
-84
61
$3.62M 0.33%
109,118
-6,210
62
$3.61M 0.33%
1,884
+1,267
63
$3.59M 0.32%
141,270
+49,482
64
$3.37M 0.3%
60,377
+3,750
65
$3.14M 0.28%
15,079
+4,969
66
$3.05M 0.28%
51,534
+10,349
67
$3.04M 0.27%
11,366
-991
68
$2.94M 0.27%
37,267
+666
69
$2.92M 0.26%
43,408
70
$2.89M 0.26%
8,268
+732
71
$2.79M 0.25%
37,569
-13,449
72
$2.74M 0.25%
3,019
+793
73
$2.68M 0.24%
11,352
+6,854
74
$2.68M 0.24%
11,735
+2,229
75
$2.59M 0.23%
122,662
+8,189
1 2
3
4 5