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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$7.5M
3
+$1.73M
4
MRVL icon
Marvell Technology
MRVL
+$1.55M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$10.4M
2
+$5.55M
3
+$2.67M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.11M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.54M

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
351
$49K ﹤0.01%
810
352
$49K ﹤0.01%
257
353
$49K ﹤0.01%
1,104
354
$48K ﹤0.01%
410
355
$48K ﹤0.01%
+1,000
356
$48K ﹤0.01%
6,000
357
$47K ﹤0.01%
660
358
$47K ﹤0.01%
+441
359
$46K ﹤0.01%
+738
360
$46K ﹤0.01%
960
361
$46K ﹤0.01%
456
362
$46K ﹤0.01%
1,546
363
$44K ﹤0.01%
372
364
$44K ﹤0.01%
+630
365
$44K ﹤0.01%
+600
366
$44K ﹤0.01%
750
367
$44K ﹤0.01%
+186
368
$43K ﹤0.01%
527
369
$43K ﹤0.01%
403
370
$43K ﹤0.01%
+3,171
371
$42K ﹤0.01%
1,255
-57
372
$42K ﹤0.01%
1,500
373
$42K ﹤0.01%
125
374
$42K ﹤0.01%
899
375
$41K ﹤0.01%
62
13 14
15
16 17