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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$115K 0.01%
1,800
227
$115K 0.01%
755
228
$114K 0.01%
1,151
229
$114K 0.01%
2,046
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230
$112K 0.01%
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231
$111K 0.01%
976
232
$111K 0.01%
524
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233
$111K 0.01%
1,305
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234
$109K 0.01%
3,851
235
$108K 0.01%
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236
$108K 0.01%
721
237
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200
238
$106K 0.01%
1,573
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239
$104K 0.01%
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240
$104K 0.01%
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241
$104K 0.01%
5,000
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242
$103K 0.01%
1,280
243
$103K 0.01%
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244
$102K 0.01%
2,277
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245
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589
246
$101K 0.01%
1,168
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247
$100K 0.01%
882
248
$99K 0.01%
643
249
$99K 0.01%
1,236
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250
$99K 0.01%
363
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10
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