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
$1.09B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.68M
3
+$2.68M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.85M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.57M

Top Sells

1
+$10.5M
2
+$7.22M
3
+$5.59M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.74M
5
PYPL icon
PayPal
PYPL
+$804K

Sector Composition

1 Technology 18.39%
2 Financials 12.98%
3 Consumer Discretionary 10.46%
4 Industrials 10.12%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$114K 0.01%
882
252
$112K 0.01%
766
253
$111K 0.01%
2,091
+15
254
$111K 0.01%
355
-99
255
$109K 0.01%
3,851
256
$107K 0.01%
1,000
257
$107K 0.01%
5,446
-6,175
258
$105K 0.01%
+314
259
$105K 0.01%
6,833
260
$105K 0.01%
1,293
261
$103K 0.01%
1,830
262
$101K 0.01%
+19,025
263
$101K 0.01%
500
264
$101K 0.01%
2,460
265
$99K 0.01%
643
-10
266
$99K 0.01%
960
267
$98K 0.01%
307
268
$94K 0.01%
380
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269
$94K 0.01%
3,152
270
$93K 0.01%
490
271
$92K 0.01%
800
-200
272
$92K 0.01%
800
273
$92K 0.01%
4,220
274
$91K 0.01%
573
+300
275
$91K 0.01%
1,244
9 10
11
12 13