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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.02%
10,000
-4,456
227
$116K 0.02%
588
228
$115K 0.02%
1,376
-120
229
$115K 0.02%
500
+1
230
$113K 0.02%
4,286
-52
231
$109K 0.02%
1,397
232
$107K 0.02%
3,380
+2,030
233
$105K 0.02%
4,462
-335
234
$100K 0.01%
1,136
-25
235
$98K 0.01%
1,280
236
$97K 0.01%
1,900
237
$95K 0.01%
1,050
238
$93K 0.01%
1,731
239
$92K 0.01%
647
-65
240
$91K 0.01%
1,720
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241
$90K 0.01%
1,646
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242
$90K 0.01%
4,220
243
$89K 0.01%
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244
$89K 0.01%
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245
$86K 0.01%
480
246
$85K 0.01%
577
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247
$85K 0.01%
589
248
$84K 0.01%
885
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249
$84K 0.01%
766
250
$84K 0.01%
1,300
+831
8 9
10
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