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
301
$76K 0.01%
3,000
+1,000
302
$75K 0.01%
500
303
$75K 0.01%
+11,250
304
$74K 0.01%
1,000
-82
305
$73K 0.01%
1,330
306
$73K 0.01%
1,598
307
$72K 0.01%
362
308
$71K 0.01%
558
309
$71K 0.01%
1,124
310
$70K 0.01%
1,000
311
$70K 0.01%
398
-20
312
$69K 0.01%
1,315
313
$69K 0.01%
400
314
$69K 0.01%
4,000
315
$68K 0.01%
600
316
$66K 0.01%
800
317
$65K 0.01%
797
318
$64K 0.01%
1,900
319
$64K 0.01%
211
320
$64K 0.01%
1,614
321
$63K 0.01%
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322
$62K 0.01%
400
323
$61K 0.01%
+525
324
$61K 0.01%
+1,000
325
$60K 0.01%
+1,286
11 12
13
14 15