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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$7.91M
3
+$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$8.46M
2
+$5.51M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.48M

Sector Composition

1 Technology 18.59%
2 Financials 14.22%
3 Healthcare 10.19%
4 Industrials 9.83%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$116K 0.01%
589
252
$110K 0.01%
355
253
$110K 0.01%
882
254
$109K 0.01%
1,000
255
$109K 0.01%
643
256
$109K 0.01%
960
257
$109K 0.01%
912
258
$108K 0.01%
6,833
259
$107K 0.01%
812
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260
$106K 0.01%
+1,586
261
$103K 0.01%
1,830
262
$103K 0.01%
350
+300
263
$102K 0.01%
+800
264
$101K 0.01%
3,000
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265
$101K 0.01%
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266
$101K 0.01%
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267
$100K 0.01%
380
268
$100K 0.01%
516
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$99K 0.01%
1,368
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270
$99K 0.01%
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271
$97K 0.01%
395
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$97K 0.01%
1,310
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273
$96K 0.01%
800
274
$96K 0.01%
3,851
275
$96K 0.01%
155
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