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
401
$31K ﹤0.01%
400
402
$30K ﹤0.01%
2,069
403
$30K ﹤0.01%
400
404
$29K ﹤0.01%
280
405
$29K ﹤0.01%
518
406
$29K ﹤0.01%
+968
407
$29K ﹤0.01%
193
408
$29K ﹤0.01%
1,000
409
$29K ﹤0.01%
850
410
$28K ﹤0.01%
400
411
$28K ﹤0.01%
50
-20
412
$28K ﹤0.01%
574
413
$27K ﹤0.01%
900
414
$27K ﹤0.01%
+250
415
$26K ﹤0.01%
347
+147
416
$26K ﹤0.01%
824
417
$26K ﹤0.01%
625
418
$26K ﹤0.01%
173
419
$26K ﹤0.01%
1,307
420
$26K ﹤0.01%
200
421
$26K ﹤0.01%
366
+184
422
$25K ﹤0.01%
89
+6
423
$25K ﹤0.01%
+500
424
$25K ﹤0.01%
545
425
$25K ﹤0.01%
900
15 16
17
18 19