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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$21K ﹤0.01%
148
402
$21K ﹤0.01%
+354
403
$20K ﹤0.01%
1,087
404
$20K ﹤0.01%
665
-44
405
$20K ﹤0.01%
496
-790
406
$20K ﹤0.01%
1,000
407
$20K ﹤0.01%
316
+1
408
$20K ﹤0.01%
500
409
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211
410
$20K ﹤0.01%
354
411
$20K ﹤0.01%
433
412
$20K ﹤0.01%
850
413
$20K ﹤0.01%
2,000
414
$19K ﹤0.01%
88
+12
415
$19K ﹤0.01%
127
416
$19K ﹤0.01%
+109
417
$19K ﹤0.01%
1,500
418
$19K ﹤0.01%
151
-26
419
$18K ﹤0.01%
200
420
$18K ﹤0.01%
47
421
$18K ﹤0.01%
810
422
$18K ﹤0.01%
6,347
-20,000
423
$17K ﹤0.01%
200
424
$17K ﹤0.01%
500
425
$17K ﹤0.01%
530
15 16
17
18 19