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
376
$18K ﹤0.01%
540
377
$18K ﹤0.01%
+93
378
$18K ﹤0.01%
200
379
$18K ﹤0.01%
658
-12
380
$17K ﹤0.01%
625
381
$17K ﹤0.01%
109
382
$17K ﹤0.01%
164
383
$17K ﹤0.01%
406
384
$17K ﹤0.01%
50
-90
385
$17K ﹤0.01%
316
386
$17K ﹤0.01%
737
387
$17K ﹤0.01%
150
388
$17K ﹤0.01%
2,000
389
$16K ﹤0.01%
200
390
$16K ﹤0.01%
2,352
391
$16K ﹤0.01%
1,500
392
$16K ﹤0.01%
360
393
$16K ﹤0.01%
300
394
$16K ﹤0.01%
857
395
$16K ﹤0.01%
1,000
396
$15K ﹤0.01%
400
397
$15K ﹤0.01%
67
398
$15K ﹤0.01%
100
399
$15K ﹤0.01%
530
400
$15K ﹤0.01%
+10,570
14 15
16
17 18