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
351
$23K ﹤0.01%
1,000
352
$23K ﹤0.01%
400
353
$23K ﹤0.01%
372
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%
+2,000
363
$20K ﹤0.01%
400
364
$20K ﹤0.01%
47
365
$20K ﹤0.01%
356
-7,340
366
$20K ﹤0.01%
142
367
$20K ﹤0.01%
1,750
368
$20K ﹤0.01%
193
-127
369
$19K ﹤0.01%
384
370
$19K ﹤0.01%
151
371
$19K ﹤0.01%
850
372
$18K ﹤0.01%
200
373
$18K ﹤0.01%
25
374
$18K ﹤0.01%
693
375
$18K ﹤0.01%
480