KP
Keel Point Portfolio holdings
AUM
$1.51B
This Quarter Return
+4.15%
1 Year Return
+22.01%
3 Year Return
+67.9%
5 Year Return
+83.23%
10 Year Return
+203.89%
AUM
$232M
AUM Growth
+$232M
(+17%)
Cap. Flow
+$28.3M
Cap. Flow
% of AUM
12.21%
Top 10 Holdings %
Top 10 Hldgs %
55.15%
Holding
148
New
18
Increased
44
Reduced
40
Closed
11
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$6.04M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$5.4M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.39M |
| 4 |
iShares MSCI Canada ETF
EWC
|
$5.28M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$5.05M |
Top Sells
Sector Composition
| 1 | Financials | 5.22% |
| 2 | Technology | 4.99% |
| 3 | Consumer Discretionary | 4.68% |
| 4 | Consumer Staples | 3.37% |
| 5 | Industrials | 3.16% |
