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
301
$71K 0.01%
1,315
302
$71K 0.01%
1,330
-20
303
$71K 0.01%
558
304
$70K 0.01%
600
305
$70K 0.01%
295
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306
$70K 0.01%
797
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307
$70K 0.01%
800
308
$69K 0.01%
600
309
$69K 0.01%
362
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310
$69K 0.01%
1,124
311
$68K 0.01%
671
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312
$66K 0.01%
1,497
313
$66K 0.01%
500
314
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400
315
$64K 0.01%
1,500
316
$63K 0.01%
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317
$62K 0.01%
1,000
318
$60K 0.01%
400
319
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320
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321
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500
322
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323
$56K 0.01%
+600
324
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+500
325
$55K 0.01%
246
+198
11 12
13
14 15