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
$503M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.8M
3
+$1.51M
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$1.49M
5
AAPL icon
Apple
AAPL
+$940K

Top Sells

1
+$5M
2
+$4.3M
3
+$3.44M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.05M
5
CADE icon
Cadence Bank
CADE
+$715K

Sector Composition

1 Financials 14.1%
2 Technology 13.92%
3 Industrials 12.84%
4 Healthcare 11.36%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22K ﹤0.01%
127
302
$22K ﹤0.01%
450
303
$21K ﹤0.01%
206
304
$21K ﹤0.01%
150
305
$20K ﹤0.01%
466
-1
306
$20K ﹤0.01%
4,560
307
$20K ﹤0.01%
1,000
308
$20K ﹤0.01%
120
309
$20K ﹤0.01%
200
310
$20K ﹤0.01%
354
311
$19K ﹤0.01%
693
312
$19K ﹤0.01%
434
313
$19K ﹤0.01%
+610
314
$19K ﹤0.01%
556
315
$18K ﹤0.01%
160
316
$18K ﹤0.01%
500
317
$18K ﹤0.01%
1,070
318
$18K ﹤0.01%
810
319
$18K ﹤0.01%
450
320
$18K ﹤0.01%
+163
321
$17K ﹤0.01%
325
-200
322
$17K ﹤0.01%
150
323
$16K ﹤0.01%
+38
324
$16K ﹤0.01%
530
325
$16K ﹤0.01%
360
11 12
13
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