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

Top Buys

1 +$9.71M
2 +$7.91M
3 +$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

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
376
$41K ﹤0.01%
200
377
$41K ﹤0.01%
+421
378
$40K ﹤0.01%
+5,783
379
$40K ﹤0.01%
98
380
$40K ﹤0.01%
262
381
$39K ﹤0.01%
729
382
$39K ﹤0.01%
185
383
$39K ﹤0.01%
+163
384
$39K ﹤0.01%
613
+400
385
$38K ﹤0.01%
661
386
$38K ﹤0.01%
406
387
$38K ﹤0.01%
+900
388
$38K ﹤0.01%
61
+11
389
$38K ﹤0.01%
246
390
$38K ﹤0.01%
302
391
$38K ﹤0.01%
+310
392
$37K ﹤0.01%
600
393
$37K ﹤0.01%
306
394
$37K ﹤0.01%
384
395
$37K ﹤0.01%
469
396
$36K ﹤0.01%
+750
397
$36K ﹤0.01%
271
398
$36K ﹤0.01%
500
399
$36K ﹤0.01%
767
-999
400
$35K ﹤0.01%
229