KP
Keel Point Portfolio holdings
AUM
$1.51B
This Quarter Return
+2.73%
1 Year Return
+22.01%
3 Year Return
+67.9%
5 Year Return
+83.23%
10 Year Return
+203.89%
AUM
$498M
AUM Growth
+$498M
(+0.58%)
Cap. Flow
-$7.3M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
58.16%
Holding
176
New
12
Increased
77
Reduced
29
Closed
13
Top Buys
| 1 |
SPDR S&P Homebuilders ETF
XHB
|
$9.2M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$9.03M |
| 3 |
iShares MSCI Switzerland ETF
EWL
|
$8.45M |
| 4 |
iShares MSCI India ETF
INDA
|
$8.29M |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$8.29M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$9.88M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$9.75M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$9.57M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$9.52M |
| 5 |
VanEck Agribusiness ETF
MOO
|
$9.46M |
Sector Composition
| 1 | Financials | 2.94% |
| 2 | Technology | 2.7% |
| 3 | Consumer Discretionary | 2.49% |
| 4 | Healthcare | 1.73% |
| 5 | Industrials | 1.68% |
