KP
Keel Point Portfolio holdings
AUM
$1.51B
This Quarter Return
+3.65%
1 Year Return
+22.01%
3 Year Return
+67.9%
5 Year Return
+83.23%
10 Year Return
+203.89%
AUM
$199M
AUM Growth
–
Cap. Flow
+$199M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.57%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$45.9M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$19.2M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$7.64M |
| 4 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$7.45M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.63% |
| 2 | Financials | 6.64% |
| 3 | Consumer Discretionary | 5.13% |
| 4 | Energy | 4.12% |
| 5 | Industrials | 2.13% |
