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
326
$16K ﹤0.01%
850
327
$15K ﹤0.01%
173
328
$15K ﹤0.01%
100
329
$15K ﹤0.01%
100
330
$15K ﹤0.01%
875
331
$15K ﹤0.01%
1,300
332
$14K ﹤0.01%
+1,957
333
$14K ﹤0.01%
277
-12
334
$14K ﹤0.01%
360
335
$14K ﹤0.01%
100
336
$14K ﹤0.01%
1,170
337
$13K ﹤0.01%
438
-199
338
$13K ﹤0.01%
136
339
$13K ﹤0.01%
340
340
$13K ﹤0.01%
314
341
$13K ﹤0.01%
500
342
$13K ﹤0.01%
103
343
$13K ﹤0.01%
1,000
344
$12K ﹤0.01%
282
345
$12K ﹤0.01%
213
346
$12K ﹤0.01%
1,000
347
$12K ﹤0.01%
407
348
$12K ﹤0.01%
+315
349
$11K ﹤0.01%
+380
350
$11K ﹤0.01%
+480
11 12 13
14
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