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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$30K ﹤0.01%
200
377
$30K ﹤0.01%
708
378
$29K ﹤0.01%
500
379
$29K ﹤0.01%
250
380
$29K ﹤0.01%
120
381
$28K ﹤0.01%
400
382
$28K ﹤0.01%
79
383
$28K ﹤0.01%
945
-2,930
384
$28K ﹤0.01%
245
385
$28K ﹤0.01%
960
386
$27K ﹤0.01%
400
387
$27K ﹤0.01%
511
388
$27K ﹤0.01%
1,070
389
$27K ﹤0.01%
500
-40
390
$26K ﹤0.01%
2,000
391
$26K ﹤0.01%
91
392
$26K ﹤0.01%
200
393
$25K ﹤0.01%
824
394
$25K ﹤0.01%
50
395
$25K ﹤0.01%
160
+9
396
$25K ﹤0.01%
900
397
$25K ﹤0.01%
193
398
$24K ﹤0.01%
47
399
$24K ﹤0.01%
1,750
400
$24K ﹤0.01%
500
-2,000
14 15
16
17 18