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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$98K 0.01%
1,000
252
$97K 0.01%
+6,833
253
$96K 0.01%
455
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254
$93K 0.01%
783
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255
$93K 0.01%
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256
$92K 0.01%
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257
$92K 0.01%
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258
$91K 0.01%
766
259
$91K 0.01%
837
260
$89K 0.01%
1,000
261
$89K 0.01%
1,230
262
$86K 0.01%
897
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263
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924
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264
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265
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266
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267
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315
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268
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269
$82K 0.01%
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272
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600
273
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274
$79K 0.01%
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275
$74K 0.01%
351
9 10
11
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