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
$185M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Sells

1 +$7.19M
2 +$6.61M
3 +$5.38M
4
FKU icon
First Trust United Kingdom AlphaDEX Fund
FKU
+$3.43M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.64M

Sector Composition

1 Financials 6.55%
2 Technology 5.88%
3 Consumer Discretionary 5.03%
4 Consumer Staples 3.23%
5 Energy 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
24,925
-800