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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
Apple
AAPL
+$652K

Sector Composition

1 Technology 19.78%
2 Financials 11.31%
3 Healthcare 11.25%
4 Industrials 10.34%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$31K ﹤0.01%
494
-674
327
$31K ﹤0.01%
+708
328
$31K ﹤0.01%
229
329
$31K ﹤0.01%
+1,000
330
$30K ﹤0.01%
324
331
$29K ﹤0.01%
+500
332
$29K ﹤0.01%
+1,298
333
$29K ﹤0.01%
2,000
334
$28K ﹤0.01%
231
335
$28K ﹤0.01%
587
336
$28K ﹤0.01%
518
337
$28K ﹤0.01%
1,096
-96
338
$28K ﹤0.01%
654
339
$27K ﹤0.01%
845
-300
340
$27K ﹤0.01%
160
-160
341
$27K ﹤0.01%
+5,010
342
$27K ﹤0.01%
518
343
$27K ﹤0.01%
960
344
$26K ﹤0.01%
250
345
$25K ﹤0.01%
500
346
$25K ﹤0.01%
91
347
$25K ﹤0.01%
200
348
$24K ﹤0.01%
200
349
$23K ﹤0.01%
372
350
$23K ﹤0.01%
1,850
12 13
14
15 16