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
$1.09B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.68M
3
+$2.68M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.85M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.57M

Top Sells

1
+$10.5M
2
+$7.22M
3
+$5.59M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.74M
5
PYPL icon
PayPal
PYPL
+$804K

Sector Composition

1 Technology 18.39%
2 Financials 12.98%
3 Consumer Discretionary 10.46%
4 Industrials 10.12%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$37K ﹤0.01%
1,935
+31
377
$36K ﹤0.01%
271
378
$36K ﹤0.01%
98
379
$36K ﹤0.01%
302
380
$36K ﹤0.01%
+500
381
$35K ﹤0.01%
+736
382
$35K ﹤0.01%
384
383
$35K ﹤0.01%
664
384
$35K ﹤0.01%
1,014
385
$34K ﹤0.01%
8,010
386
$34K ﹤0.01%
560
387
$34K ﹤0.01%
960
388
$33K ﹤0.01%
86
389
$33K ﹤0.01%
188
+37
390
$33K ﹤0.01%
91
391
$32K ﹤0.01%
127
-23
392
$32K ﹤0.01%
500
393
$32K ﹤0.01%
50
394
$32K ﹤0.01%
553
395
$32K ﹤0.01%
483
-135
396
$32K ﹤0.01%
3,000
397
$31K ﹤0.01%
701
398
$31K ﹤0.01%
1,070
399
$31K ﹤0.01%
708
400
$31K ﹤0.01%
+418
14 15
16
17 18