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
$1.09B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.68M
3
+$2.68M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.85M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.57M

Top Sells

1
+$10.5M
2
+$7.22M
3
+$5.59M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.74M
5
PYPL icon
PayPal
PYPL
+$804K

Sector Composition

1 Technology 18.39%
2 Financials 12.98%
3 Consumer Discretionary 10.46%
4 Industrials 10.12%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$141K 0.01%
195
-41
227
$140K 0.01%
809
228
$140K 0.01%
1,600
229
$137K 0.01%
2,040
-606
230
$133K 0.01%
4,000
231
$131K 0.01%
1,800
232
$131K 0.01%
2,068
+22
233
$129K 0.01%
4,905
234
$128K 0.01%
335
235
$128K 0.01%
2,545
+1,254
236
$127K 0.01%
1,064
+828
237
$127K 0.01%
524
238
$125K 0.01%
1,049
+804
239
$125K 0.01%
+516
240
$125K 0.01%
1,969
+44
241
$124K 0.01%
1,220
242
$123K 0.01%
1,280
243
$122K 0.01%
470
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244
$120K 0.01%
378
245
$119K 0.01%
2,095
246
$118K 0.01%
999
247
$118K 0.01%
912
+662
248
$116K 0.01%
589
249
$116K 0.01%
1,005
+240
250
$115K 0.01%
375
+9
8 9
10
11 12