KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$7.39M
2
+$4.36M
3
+$1.99M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Top Sells

1
+$6.42M
2
+$4.08M
3
+$1.07M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$616K
5
AAPL icon
Apple
AAPL
+$554K

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
351
$23K ﹤0.01%
900
352
$23K ﹤0.01%
1,850
353
$23K ﹤0.01%
1,000
354
$22K ﹤0.01%
525
355
$22K ﹤0.01%
120
356
$22K ﹤0.01%
857
357
$21K ﹤0.01%
824
358
$21K ﹤0.01%
173
359
$21K ﹤0.01%
1,070
360
$21K ﹤0.01%
211
361
$21K ﹤0.01%
1,000
362
$20K ﹤0.01%
1,750
363
$20K ﹤0.01%
193
-127
364
$20K ﹤0.01%
+2,000
365
$20K ﹤0.01%
400
366
$20K ﹤0.01%
47
367
$20K ﹤0.01%
356
-7,340
368
$20K ﹤0.01%
142
369
$19K ﹤0.01%
384
370
$19K ﹤0.01%
151
371
$19K ﹤0.01%
850
372
$18K ﹤0.01%
540
373
$18K ﹤0.01%
+93
374
$18K ﹤0.01%
200
375
$18K ﹤0.01%
658
-12
13 14
15
16 17