KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$91K 0.02%
766
227
$91K 0.02%
1,299
-1,617
228
$90K 0.02%
+4,220
229
$87K 0.01%
765
+15
230
$86K 0.01%
1,280
231
$85K 0.01%
1,900
232
$84K 0.01%
500
233
$83K 0.01%
1,399
-312
234
$81K 0.01%
1,731
-1
235
$80K 0.01%
643
236
$80K 0.01%
845
237
$80K 0.01%
1,589
+503
238
$79K 0.01%
480
239
$79K 0.01%
1,307
+406
240
$77K 0.01%
1,300
241
$77K 0.01%
589
242
$76K 0.01%
275
+111
243
$76K 0.01%
493
244
$75K 0.01%
467
245
$74K 0.01%
1,073
+448
246
$74K 0.01%
1,400
247
$74K 0.01%
26,347
248
$73K 0.01%
2,055
249
$72K 0.01%
+4,346
250
$72K 0.01%
1,230
8 9
10
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