KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+23.42%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$690M
AUM Growth
+$125M
(+22%)
Cap. Flow
+$5.93M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
30.8%
Holding
466
New
28
Increased
58
Reduced
123
Closed
26
Top Buys
| 1 |
RTX Corp
RTX
|
$7.29M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.4M |
| 3 |
Digital Realty Trust
DLR
|
$2M |
| 4 |
Procter & Gamble
PG
|
$1.92M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.22M |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
$6.42M |
| 2 |
Las Vegas Sands
LVS
|
$3.95M |
| 3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$1.13M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$664K |
| 5 |
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% |
