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
$772M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$8.37M
2 +$7.76M
3 +$7.54M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.28M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$5.22M

Top Sells

1 +$8.07M
2 +$7.16M
3 +$6.75M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.58M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$6.05M

Sector Composition

1 Technology 5.44%
2 Healthcare 3.76%
3 Financials 2.6%
4 Consumer Discretionary 1.08%
5 Industrials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-12,384
202
-48,988
203
-5,425
204
-2,534
205
-2,769
206
-5,932
207
-49,601
208
-7,726
209
-1,581
210
-1,200