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
101
$1.75M 0.16%
9,169
+2,925
102
$1.74M 0.16%
58,924
+31,749
103
$1.7M 0.15%
24,831
+6,649
104
$1.68M 0.15%
6,591
+997
105
$1.67M 0.15%
6,971
+617
106
$1.67M 0.15%
1,926
+503
107
$1.66M 0.15%
12,371
+3,862
108
$1.66M 0.15%
32,836
-35,425
109
$1.6M 0.14%
82,123
+5,290
110
$1.58M 0.14%
+46,441
111
$1.55M 0.14%
80,224
-18,178
112
$1.52M 0.14%
18,043
+12,217
113
$1.46M 0.13%
8,478
-30
114
$1.46M 0.13%
+39,026
115
$1.43M 0.13%
6,448
+679
116
$1.41M 0.13%
13,861
-656
117
$1.4M 0.13%
10,997
-1,217
118
$1.4M 0.13%
50,775
+71
119
$1.39M 0.13%
55,317
-7,287
120
$1.39M 0.13%
16,168
+3,540
121
$1.39M 0.13%
31,555
-1,536
122
$1.37M 0.12%
9,467
+159
123
$1.36M 0.12%
22,690
-32,174
124
$1.31M 0.12%
43,873
+29,170
125
$1.31M 0.12%
23,568
3 4
5
6 7