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
276
$74K 0.01%
845
277
$74K 0.01%
449
+22
278
$73K 0.01%
2,665
279
$73K 0.01%
1,000
280
$72K 0.01%
1,735
281
$71K 0.01%
398
282
$69K 0.01%
350
-200
283
$69K 0.01%
1,063
284
$69K 0.01%
460
+60
285
$69K 0.01%
1,008
+1
286
$68K 0.01%
+133
287
$68K 0.01%
491
288
$68K 0.01%
2,818
-410
289
$66K 0.01%
430
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290
$66K 0.01%
2,516
291
$65K 0.01%
825
292
$64K 0.01%
368
293
$63K 0.01%
+2,021
294
$63K 0.01%
1,500
295
$63K 0.01%
1,350
296
$62K 0.01%
650
297
$61K 0.01%
564
298
$61K 0.01%
2,289
299
$60K 0.01%
119
300
$60K 0.01%
500
10 11
12
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