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
176
$707K 0.06%
+20,212
177
$706K 0.06%
20,423
-2,725
178
$703K 0.06%
4,184
+199
179
$697K 0.06%
2,851
+688
180
$694K 0.06%
23,026
-27,528
181
$694K 0.06%
3,121
+211
182
$686K 0.06%
592
+152
183
$678K 0.06%
21,281
-5,813
184
$672K 0.06%
3,607
185
$669K 0.06%
13,647
186
$664K 0.06%
1,419
+397
187
$661K 0.06%
1,243
+86
188
$660K 0.06%
8,904
+70
189
$657K 0.06%
4,658
-3,311
190
$651K 0.06%
16,629
+5,370
191
$645K 0.06%
33,690
+323
192
$638K 0.06%
779
+83
193
$635K 0.06%
743
+95
194
$628K 0.06%
7,181
-16
195
$623K 0.06%
3,055
+784
196
$621K 0.06%
6,502
+45
197
$621K 0.06%
2,125
+423
198
$617K 0.06%
1,260
+98
199
$617K 0.06%
2,923
+215
200
$616K 0.06%
25,771
-53,856
6 7
8
9 10