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Keel Point Portfolio holdings

AUM $1.51B
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
+3.65%
1 Year Est. Return
+20.06%
3 Year Est. Return
+65.05%
5 Year Est. Return
+66.29%
10 Year Est. Return
+236.91%
AUM
$199M
AUM Growth
Cap. Flow
+$197M
Cap. Flow %
98.86%
Top 10 Hldgs %
58.57%
Holding
96
New
96
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 7.63%
2 Financials 6.64%
3 Consumer Discretionary 5.13%
4 Energy 4.12%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$981B
$45.9M 23.02%
+242,635
New +$45.9M
VNQ icon
2
Vanguard Real Estate ETF
VNQ
$39.4B
$19.2M 9.61%
+227,358
New +$19.3M
VIG icon
3
Vanguard Dividend Appreciation ETF
VIG
$110B
$7.64M 3.83%
+94,917
New +$7.7M
FBT icon
4
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
$7.45M 3.74%
+63,022
New +$7.12M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$228B
$7.35M 3.68%
+184,450
New +$7.23M
FXH icon
6
First Trust Health Care AlphaDEX Fund
FXH
$1.01B
$6.64M 3.33%
+99,041
New +$6.31M
FXG icon
7
First Trust Consumer Staples AlphaDEX Fund
FXG
$232M
$6.28M 3.15%
+140,740
New +$6.19M
FXD icon
8
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$264M
$5.99M 3%
+160,459
New +$5.8M
VTWO icon
9
Vanguard Russell 2000 ETF
VTWO
$17.6B
$5.55M 2.78%
+111,378
New +$5.36M
AAPL icon
10
Apple
AAPL
$4.81T
$4.84M 2.43%
+155,524
New +$4.7M
EFA icon
11
iShares MSCI EAFE ETF
EFA
$76.9B
$4.58M 2.29%
+71,318
New +$4.49M
DVY icon
12
iShares Select Dividend ETF
DVY
$23.7B
$4.43M 2.22%
+56,832
New +$4.5M
FKU icon
13
First Trust United Kingdom AlphaDEX Fund
FKU
$37.8M
$3.69M 1.85%
+91,316
New +$3.7M
FGM icon
14
First Trust Germany AlphaDEX Fund
FGM
$97.3M
$3.58M 1.8%
+93,442
New +$3.5M
DY icon
15
Dycom Industries
DY
$12.3B
$3.18M 1.59%
+65,068
New +$2.56M
HD icon
16
Home Depot
HD
$332B
$3.17M 1.59%
+27,861
New +$3.07M
FEMS icon
17
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$249M
$3.09M 1.55%
+94,130
New +$3.07M
EPD icon
18
Enterprise Products Partners
EPD
$83.9B
$2.53M 1.27%
+76,893
New +$2.58M
GIL icon
19
Gildan
GIL
$10.1B
$2.49M 1.25%
+84,236
New +$2.46M
PFG icon
20
Principal Financial Group
PFG
$24.2B
$2.27M 1.14%
+44,287
New +$2.23M
ROST icon
21
Ross Stores
ROST
$75.6B
$2.23M 1.12%
+42,250
New +$2.09M
AB icon
22
AllianceBernstein
AB
$3.55B
$2.06M 1.03%
+66,668
New +$1.81M
MU icon
23
Micron Technology
MU
$1.1T
$1.92M 0.96%
+70,674
New +$2.11M
FIG
24
DELISTED
Fortress Investment Group Llc
FIG
$1.92M 0.96%
+237,501
New +$1.84M
ALL icon
25
Allstate
ALL
$65.3B
$1.7M 0.85%
+23,883
New +$1.69M

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Keel Point's Q1 2015 Portfolio in Review

Q1 2015 is the first quarter with a 13F filing on record for Keel Point, which disclosed 96 positions worth $199M. Its ten largest holdings account for 59% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 242,635 shares worth $45.9M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, followed by Financials and Consumer Discretionary.

  • Keel Point's largest Q1 2015 buy was Vanguard S&P 500 ETF: 242,635 shares worth $45.9M.
  • Keel Point's ten largest holdings make up 59% of its $199M portfolio in Q1 2015.
  • Keel Point disclosed 96 positions in Q1 2015, its first 13F filing on record.

Based on Keel Point's 13F filing for Q1 2015, filed 14 May 2015.