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
301
$59K 0.01%
2,000
-400
302
$59K 0.01%
1,000
303
$58K 0.01%
500
304
$58K 0.01%
810
305
$57K 0.01%
1,900
-5,635
306
$57K 0.01%
1,038
+38
307
$55K 0.01%
1,029
308
$54K 0.01%
755
+125
309
$54K 0.01%
5,501
310
$52K 0.01%
1,497
311
$51K 0.01%
247
-9
312
$51K 0.01%
400
313
$51K 0.01%
740
314
$50K 0.01%
231
315
$50K 0.01%
1,000
316
$49K 0.01%
1,000
317
$48K 0.01%
12,225
-6,251
318
$48K 0.01%
1,124
-72
319
$48K 0.01%
1,883
-633
320
$47K 0.01%
1,216
+207
321
$47K 0.01%
+1,364
322
$47K 0.01%
3,170
+1,670
323
$46K ﹤0.01%
270
324
$46K ﹤0.01%
8,010
+3,000
325
$45K ﹤0.01%
775
-1,200
11 12
13
14 15