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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$44K 0.01%
2,000
327
$42K 0.01%
750
328
$41K 0.01%
2,500
+1,500
329
$41K 0.01%
654
330
$40K 0.01%
518
331
$40K 0.01%
613
332
$39K 0.01%
324
333
$39K 0.01%
282
334
$39K 0.01%
1,395
+450
335
$38K 0.01%
270
336
$38K 0.01%
600
337
$38K 0.01%
406
-238
338
$38K 0.01%
793
339
$38K 0.01%
100
-50
340
$38K 0.01%
627
341
$37K 0.01%
899
342
$37K 0.01%
273
343
$37K 0.01%
+1,145
344
$37K 0.01%
320
345
$36K 0.01%
750
346
$35K 0.01%
662
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347
$35K 0.01%
200
348
$35K 0.01%
1,546
349
$35K 0.01%
271
350
$35K 0.01%
+400
12 13
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