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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$71K 0.01%
559
+109
252
$71K 0.01%
1,268
253
$70K 0.01%
898
254
$69K 0.01%
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+15
255
$67K 0.01%
434
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256
$67K 0.01%
4,152
-4,392
257
$66K 0.01%
600
258
$65K 0.01%
1,500
259
$65K 0.01%
891
260
$65K 0.01%
363
261
$65K 0.01%
1,104
262
$64K 0.01%
1,400
263
$63K 0.01%
881
+45
264
$63K 0.01%
2,000
265
$62K 0.01%
+1,276
266
$62K 0.01%
787
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267
$61K 0.01%
2,137
+412
268
$61K 0.01%
1,241
+300
269
$60K 0.01%
+5,501
270
$59K 0.01%
535
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271
$58K 0.01%
644
272
$58K 0.01%
300
273
$58K 0.01%
567
+431
274
$57K 0.01%
1,830
275
$57K 0.01%
650
9 10
11
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