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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$28K ﹤0.01%
900
352
$28K ﹤0.01%
206
353
$28K ﹤0.01%
229
+75
354
$27K ﹤0.01%
228
+130
355
$27K ﹤0.01%
579
+129
356
$26K ﹤0.01%
400
357
$26K ﹤0.01%
600
358
$26K ﹤0.01%
577
+161
359
$25K ﹤0.01%
242
+11
360
$25K ﹤0.01%
337
361
$25K ﹤0.01%
400
362
$25K ﹤0.01%
525
363
$25K ﹤0.01%
618
364
$25K ﹤0.01%
1,850
365
$25K ﹤0.01%
986
366
$24K ﹤0.01%
320
367
$24K ﹤0.01%
+322
368
$24K ﹤0.01%
204
+78
369
$23K ﹤0.01%
+307
370
$23K ﹤0.01%
200
371
$23K ﹤0.01%
+386
372
$23K ﹤0.01%
200
373
$23K ﹤0.01%
450
374
$23K ﹤0.01%
556
375
$22K ﹤0.01%
383
13 14
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