KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+8.85%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$675M
AUM Growth
+$86.4M
(+15%)
Cap. Flow
+$39.9M
Cap. Flow
% of AUM
5.9%
Top 10 Holdings %
Top 10 Hldgs %
25.6%
Holding
504
New
34
Increased
136
Reduced
70
Closed
24
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$3.83M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$2.87M |
| 3 |
AT&T
T
|
+$2.72M |
| 4 |
Apple
AAPL
|
+$2.43M |
| 5 |
Amazon
AMZN
|
+$1.87M |
Top Sells
| 1 |
Bank of America Series L
BAC.PRL
|
+$852K |
| 2 |
NEWR
New Relic, Inc.
NEWR
|
+$680K |
| 3 |
Johnson & Johnson
JNJ
|
+$513K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$340K |
| 5 |
Colgate-Palmolive
CL
|
+$237K |
Sector Composition
| 1 | Technology | 16.53% |
| 2 | Industrials | 12.17% |
| 3 | Financials | 11.87% |
| 4 | Healthcare | 11.39% |
| 5 | Communication Services | 7.75% |
