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
126
$1.31M 0.12%
11,206
+1,839
127
$1.31M 0.12%
28,793
+6,407
128
$1.31M 0.12%
24,263
+15,876
129
$1.3M 0.12%
9,233
-2,391
130
$1.29M 0.12%
9,674
+1,863
131
$1.25M 0.11%
17,531
+8,115
132
$1.23M 0.11%
6,571
+2,662
133
$1.23M 0.11%
2,296
+35
134
$1.22M 0.11%
8,100
+621
135
$1.22M 0.11%
10,436
+7,081
136
$1.21M 0.11%
48,980
+1,488
137
$1.16M 0.1%
30,178
+10,904
138
$1.13M 0.1%
+12,383
139
$1.11M 0.1%
+201,264
140
$1.1M 0.1%
30,689
+17,934
141
$1.04M 0.09%
1,194
+108
142
$1.04M 0.09%
5,253
+2,541
143
$1.02M 0.09%
26,512
-23,445
144
$1.01M 0.09%
5,387
+3,057
145
$1.01M 0.09%
9,200
-6,530
146
$980K 0.09%
18,812
+4,470
147
$962K 0.09%
8,534
+28
148
$955K 0.09%
23,407
+6,593
149
$937K 0.08%
8,617
-16
150
$936K 0.08%
3,464
+496
4 5
6
7 8