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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$7.91M
3
+$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$8.46M
2
+$5.51M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.48M

Sector Composition

1 Technology 18.59%
2 Financials 14.22%
3 Healthcare 10.19%
4 Industrials 9.83%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$144K 0.01%
1,835
-200
227
$142K 0.01%
195
228
$142K 0.01%
809
229
$138K 0.01%
3,750
230
$138K 0.01%
8,461
231
$136K 0.01%
1,693
+400
232
$135K 0.01%
2,475
+384
233
$134K 0.01%
1,894
234
$132K 0.01%
1,064
235
$132K 0.01%
4,000
236
$129K 0.01%
1,630
+400
237
$128K 0.01%
600
-400
238
$127K 0.01%
524
239
$125K 0.01%
23,025
+4,000
240
$125K 0.01%
378
241
$124K 0.01%
755
242
$124K 0.01%
470
243
$124K 0.01%
1,220
244
$123K 0.01%
1,005
245
$121K 0.01%
366
-9
246
$120K 0.01%
1,049
247
$120K 0.01%
1,970
+1
248
$119K 0.01%
2,068
249
$119K 0.01%
999
250
$116K 0.01%
766
8 9
10
11 12