KP
Keel Point Portfolio holdings
AUM
$1.51B
This Quarter Return
+5.4%
1 Year Return
+22.01%
3 Year Return
+67.9%
5 Year Return
+83.23%
10 Year Return
+203.89%
AUM
$495M
AUM Growth
+$495M
(+11%)
Cap. Flow
+$30.4M
Cap. Flow
% of AUM
6.14%
Top 10 Holdings %
Top 10 Hldgs %
55.58%
Holding
177
New
13
Increased
62
Reduced
58
Closed
13
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$9.88M |
| 2 |
VanEck Agribusiness ETF
MOO
|
$9.46M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$8.21M |
| 4 |
iShares MSCI South Korea ETF
EWY
|
$7.59M |
| 5 |
iShares MSCI Australia ETF
EWA
|
$7.54M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$8.2M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$8.15M |
| 3 |
iShares MSCI Canada ETF
EWC
|
$7.97M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$7.7M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$6.71M |
Sector Composition
| 1 | Financials | 2.88% |
| 2 | Technology | 2.68% |
| 3 | Consumer Discretionary | 2.52% |
| 4 | Industrials | 1.68% |
| 5 | Healthcare | 1.5% |
