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
$503M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.8M
3
+$1.51M
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$1.49M
5
AAPL icon
Apple
AAPL
+$940K

Top Sells

1
+$5M
2
+$4.3M
3
+$3.44M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.05M
5
CADE icon
Cadence Bank
CADE
+$715K

Sector Composition

1 Financials 14.1%
2 Technology 13.92%
3 Industrials 12.84%
4 Healthcare 11.36%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$40K 0.01%
654
-90
252
$39K 0.01%
518
253
$39K 0.01%
625
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254
$39K 0.01%
246
255
$39K 0.01%
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256
$39K 0.01%
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257
$38K 0.01%
231
258
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800
259
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400
260
$37K 0.01%
+924
261
$37K 0.01%
650
262
$37K 0.01%
250
263
$36K 0.01%
300
264
$35K 0.01%
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265
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266
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273
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475
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$33K 0.01%
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272
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$32K 0.01%
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275
$32K 0.01%
600
9 10
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