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
201
$615K 0.06%
3,128
+532
202
$614K 0.06%
18,984
-526
203
$614K 0.06%
2,769
-2,948
204
$610K 0.06%
5,630
+2,757
205
$602K 0.05%
+44,175
206
$601K 0.05%
2,242
+968
207
$571K 0.05%
1,548
+63
208
$565K 0.05%
5,091
+369
209
$563K 0.05%
7,246
210
$556K 0.05%
6,344
+3
211
$555K 0.05%
4,708
+2,387
212
$551K 0.05%
6,610
+783
213
$549K 0.05%
1,859
+34
214
$542K 0.05%
19,679
-2,274
215
$541K 0.05%
10,407
+369
216
$532K 0.05%
10,646
217
$531K 0.05%
2,200
+1,075
218
$530K 0.05%
14,816
-13,108
219
$524K 0.05%
745
-21
220
$515K 0.05%
12,362
+287
221
$512K 0.05%
10,311
-608
222
$512K 0.05%
5,395
-78
223
$511K 0.05%
1,016
+28
224
$509K 0.05%
919
+520
225
$503K 0.05%
9,920
-207
7 8
9
10 11