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
326
$55K 0.01%
+720
327
$55K 0.01%
+398
328
$54K ﹤0.01%
270
329
$54K ﹤0.01%
+1,009
330
$54K ﹤0.01%
1,216
331
$54K ﹤0.01%
+2,000
332
$53K ﹤0.01%
518
333
$52K ﹤0.01%
660
334
$51K ﹤0.01%
211
+11
335
$50K ﹤0.01%
810
336
$50K ﹤0.01%
410
-781
337
$50K ﹤0.01%
750
338
$49K ﹤0.01%
257
-200
339
$48K ﹤0.01%
1,312
340
$47K ﹤0.01%
+372
341
$47K ﹤0.01%
600
342
$47K ﹤0.01%
1,736
343
$47K ﹤0.01%
882
-250
344
$47K ﹤0.01%
229
345
$47K ﹤0.01%
960
346
$45K ﹤0.01%
527
-420
347
$45K ﹤0.01%
456
348
$45K ﹤0.01%
6,000
349
$45K ﹤0.01%
1,104
350
$44K ﹤0.01%
1,500
12 13
14
15 16