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
326
$59K 0.01%
295
327
$59K 0.01%
1,500
328
$59K 0.01%
+436
329
$57K 0.01%
1,666
+842
330
$57K 0.01%
133
+105
331
$56K 0.01%
1,009
332
$55K ﹤0.01%
270
333
$54K ﹤0.01%
1,497
334
$54K ﹤0.01%
142
+56
335
$54K ﹤0.01%
398
336
$53K ﹤0.01%
500
337
$53K ﹤0.01%
720
338
$53K ﹤0.01%
+5,039
339
$52K ﹤0.01%
518
340
$52K ﹤0.01%
+312
341
$51K ﹤0.01%
1,216
342
$51K ﹤0.01%
875
343
$51K ﹤0.01%
+425
344
$51K ﹤0.01%
246
345
$51K ﹤0.01%
1,736
346
$51K ﹤0.01%
+333
347
$50K ﹤0.01%
732
348
$50K ﹤0.01%
+1,708
349
$50K ﹤0.01%
+327
350
$49K ﹤0.01%
1,026
+200
12 13
14
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