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
276
$96K 0.01%
1,250
+250
277
$95K 0.01%
920
278
$95K 0.01%
1,437
+100
279
$92K 0.01%
307
280
$92K 0.01%
1,057
-60
281
$91K 0.01%
500
282
$91K 0.01%
4,220
283
$90K 0.01%
573
284
$90K 0.01%
1,000
285
$90K 0.01%
460
-30
286
$89K 0.01%
1,244
287
$88K 0.01%
+3,719
288
$87K 0.01%
2,000
289
$86K 0.01%
800
290
$86K 0.01%
+4,049
291
$84K 0.01%
1,246
+939
292
$82K 0.01%
1,569
+1,281
293
$81K 0.01%
1,020
+84
294
$80K 0.01%
845
295
$79K 0.01%
1,436
+700
296
$79K 0.01%
200
297
$79K 0.01%
995
298
$79K 0.01%
1,100
-3,700
299
$79K 0.01%
704
300
$76K 0.01%
1,076
+493
10 11
12
13 14