KP
Keel Point Portfolio holdings
AUM
$1.51B
1-Year Return
22.01%
This Quarter Return
+3.15%
1 Year Return
+22.01%
3 Year Return
+67.9%
5 Year Return
+83.23%
10 Year Return
+203.89%
AUM
$263M
AUM Growth
+$31.1M
(+13%)
Cap. Flow
+$26.5M
Cap. Flow
% of AUM
10.07%
Top 10 Holdings %
Top 10 Hldgs %
55.59%
Holding
156
New
19
Increased
52
Reduced
33
Closed
19
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$12.5M |
| 2 |
Vanguard Russell 2000 ETF
VTWO
|
$6.43M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$6.38M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$6.26M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$6.12M |
Top Sells
Sector Composition
| 1 | Technology | 4.74% |
| 2 | Financials | 4.64% |
| 3 | Consumer Discretionary | 4.27% |
| 4 | Industrials | 2.89% |
| 5 | Consumer Staples | 2.87% |
