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
401
$15K ﹤0.01%
340
402
$15K ﹤0.01%
80
403
$15K ﹤0.01%
340
404
$14K ﹤0.01%
1,170
405
$14K ﹤0.01%
180
406
$14K ﹤0.01%
+208
407
$14K ﹤0.01%
+44
408
$14K ﹤0.01%
260
409
$14K ﹤0.01%
433
410
$13K ﹤0.01%
228
411
$13K ﹤0.01%
192
412
$13K ﹤0.01%
700
-700
413
$13K ﹤0.01%
455
414
$13K ﹤0.01%
+750
415
$13K ﹤0.01%
+52
416
$13K ﹤0.01%
+151
417
$13K ﹤0.01%
521
-1,696
418
$12K ﹤0.01%
1,957
419
$12K ﹤0.01%
+100
420
$12K ﹤0.01%
293
421
$12K ﹤0.01%
120
422
$12K ﹤0.01%
810
423
$12K ﹤0.01%
+1,300
424
$12K ﹤0.01%
213
-100
425
$12K ﹤0.01%
103
15 16
17
18 19