KP
Keel Point Portfolio holdings
AUM
$1.51B
This Quarter Return
-6.49%
1 Year Return
+22.01%
3 Year Return
+67.9%
5 Year Return
+83.23%
10 Year Return
+203.89%
AUM
$179M
AUM Growth
+$179M
(-15%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-5.82%
Top 10 Holdings %
Top 10 Hldgs %
60.71%
Holding
121
New
16
Increased
25
Reduced
35
Closed
15
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.3M |
| 2 |
Royal Bank of Canada
RY
|
$1.91M |
| 3 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$1.74M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$1.08M |
| 5 |
Rollins
ROL
|
$1.06M |
Top Sells
Sector Composition
| 1 | Financials | 7.43% |
| 2 | Technology | 6.71% |
| 3 | Consumer Discretionary | 5.8% |
| 4 | Energy | 3.57% |
| 5 | Industrials | 3.15% |
