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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
Apple
AAPL
+$652K

Sector Composition

1 Technology 19.78%
2 Financials 11.31%
3 Healthcare 11.25%
4 Industrials 10.34%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88K 0.01%
3,851
-111
227
$84K 0.01%
442
228
$84K 0.01%
589
229
$84K 0.01%
1,136
-100
230
$83K 0.01%
643
231
$83K 0.01%
567
-363
232
$82K 0.01%
999
233
$82K 0.01%
480
234
$82K 0.01%
1,244
235
$80K 0.01%
570
236
$80K 0.01%
898
237
$79K 0.01%
1,280
238
$76K 0.01%
3,290
-337
239
$75K 0.01%
951
-2,690
240
$75K 0.01%
1,159
-385
241
$72K 0.01%
1,000
-1,000
242
$72K 0.01%
1,830
243
$71K 0.01%
885
244
$71K 0.01%
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245
$70K 0.01%
765
246
$70K 0.01%
7,945
-1,145
247
$69K 0.01%
845
248
$69K 0.01%
363
249
$69K 0.01%
1,230
250
$67K 0.01%
4,758
+2,379
8 9
10
11 12