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
76
$2.59M 0.23%
4,506
+462
77
$2.49M 0.22%
13,018
-745
78
$2.47M 0.22%
4,532
+1,896
79
$2.44M 0.22%
48,958
+227
80
$2.36M 0.21%
27,590
-19,336
81
$2.34M 0.21%
25,664
+6,731
82
$2.31M 0.21%
11,109
+2,801
83
$2.29M 0.21%
6,286
+2,605
84
$2.28M 0.21%
110,465
-351
85
$2.28M 0.21%
23,394
-23,937
86
$2.26M 0.2%
42,920
+34
87
$2.21M 0.2%
18,786
+6,805
88
$2.21M 0.2%
10,623
+6,210
89
$2.14M 0.19%
13,009
+5,470
90
$2.13M 0.19%
12,762
+3,770
91
$2.12M 0.19%
28,816
-7,142
92
$2.1M 0.19%
12,305
+739
93
$2.04M 0.18%
36,512
-26
94
$2.03M 0.18%
32,271
-36,716
95
$2.01M 0.18%
27,218
-91
96
$2M 0.18%
86,044
-18,906
97
$1.94M 0.18%
124,120
+113,310
98
$1.92M 0.17%
4,172
+412
99
$1.79M 0.16%
48,134
-77,420
100
$1.77M 0.16%
18,504
+10,322
2 3
4
5 6