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
$210M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$3.39M
2 +$2.24M
3 +$1.07M
4
CNXN icon
PC Connection
CNXN
+$1.01M
5
WLK icon
Westlake Corp
WLK
+$890K

Top Sells

1 +$1.16M
2 +$1.13M
3 +$801K
4
DVY icon
iShares Select Dividend ETF
DVY
+$693K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$656K

Sector Composition

1 Technology 7.29%
2 Financials 6.26%
3 Consumer Discretionary 4.6%
4 Energy 3.98%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
15,200
-3,950