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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$51K 0.01%
400
277
$51K 0.01%
400
278
$50K 0.01%
1,731
279
$50K 0.01%
266
280
$50K 0.01%
80
281
$49K 0.01%
1,350
-2,572
282
$49K 0.01%
+1,000
283
$49K 0.01%
860
284
$48K 0.01%
500
285
$47K 0.01%
1,497
286
$46K 0.01%
247
287
$45K 0.01%
1,725
288
$44K 0.01%
270
289
$44K 0.01%
500
290
$44K 0.01%
+1,190
291
$44K 0.01%
1,016
292
$43K 0.01%
6,000
+1,000
293
$43K 0.01%
5,501
294
$41K 0.01%
306
295
$41K 0.01%
800
-2,512
296
$41K 0.01%
1,391
297
$40K 0.01%
206
298
$40K 0.01%
143
299
$39K 0.01%
507
-13
300
$38K 0.01%
600
10 11
12
13 14