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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
Apple
AAPL
+$652K

Sector Composition

1 Technology 19.78%
2 Financials 11.31%
3 Healthcare 11.25%
4 Industrials 10.34%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$67K 0.01%
1,598
252
$66K 0.01%
1,621
253
$66K 0.01%
765
254
$65K 0.01%
920
255
$64K 0.01%
600
256
$64K 0.01%
300
257
$64K 0.01%
2,970
+25
258
$63K 0.01%
18,440
259
$62K 0.01%
891
260
$62K 0.01%
1,300
261
$58K 0.01%
766
262
$58K 0.01%
1,524
263
$57K 0.01%
1,000
264
$57K 0.01%
825
265
$56K 0.01%
368
266
$56K 0.01%
1,031
-72
267
$56K 0.01%
8,610
268
$55K 0.01%
200
269
$55K 0.01%
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270
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$54K 0.01%
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272
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273
$54K 0.01%
438
274
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275
$52K 0.01%
2,000
9 10
11
12 13