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
301
$38K 0.01%
355
-75
302
$38K 0.01%
932
303
$37K 0.01%
1,663
-36
304
$37K 0.01%
1,736
305
$37K 0.01%
410
306
$37K 0.01%
746
307
$37K 0.01%
750
308
$36K 0.01%
287
-240
309
$36K 0.01%
271
310
$36K 0.01%
750
311
$36K 0.01%
1,104
312
$35K 0.01%
325
313
$35K 0.01%
926
-400
314
$35K 0.01%
79
315
$34K ﹤0.01%
1,546
316
$34K ﹤0.01%
1,105
317
$34K ﹤0.01%
793
318
$33K ﹤0.01%
899
319
$32K ﹤0.01%
74
-30
320
$32K ﹤0.01%
627
321
$32K ﹤0.01%
+500
322
$31K ﹤0.01%
696
323
$31K ﹤0.01%
273
324
$31K ﹤0.01%
246
325
$31K ﹤0.01%
350
11 12
13
14 15