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
276
$91K 0.01%
920
277
$90K 0.01%
1,337
+300
278
$90K 0.01%
1,000
279
$89K 0.01%
1,168
280
$88K 0.01%
200
281
$87K 0.01%
1,117
+57
282
$86K 0.01%
418
283
$85K 0.01%
2,000
284
$85K 0.01%
704
+103
285
$82K 0.01%
845
286
$81K 0.01%
740
-2,205
287
$80K 0.01%
795
288
$80K 0.01%
1,766
+44
289
$78K 0.01%
995
290
$78K 0.01%
1,598
291
$78K 0.01%
+1,479
292
$77K 0.01%
1,638
+638
293
$75K 0.01%
1,010
+2
294
$74K 0.01%
500
295
$74K 0.01%
1,082
+82
296
$74K 0.01%
5,501
297
$73K 0.01%
1,614
+650
298
$73K 0.01%
394
-75
299
$72K 0.01%
1,100
+100
300
$72K 0.01%
1,000
10 11
12
13 14