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

Top Sells

1
+$8.46M
2
+$5.51M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.48M

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
401
$35K ﹤0.01%
500
402
$35K ﹤0.01%
1,190
403
$35K ﹤0.01%
21
-4
404
$35K ﹤0.01%
480
405
$34K ﹤0.01%
600
406
$34K ﹤0.01%
560
407
$34K ﹤0.01%
+548
408
$34K ﹤0.01%
415
409
$33K ﹤0.01%
+700
410
$33K ﹤0.01%
701
411
$32K ﹤0.01%
+400
412
$32K ﹤0.01%
500
413
$32K ﹤0.01%
500
414
$32K ﹤0.01%
280
415
$32K ﹤0.01%
188
416
$32K ﹤0.01%
91
417
$32K ﹤0.01%
+500
418
$32K ﹤0.01%
8,010
419
$31K ﹤0.01%
303
-297
420
$31K ﹤0.01%
+727
421
$31K ﹤0.01%
+150
422
$31K ﹤0.01%
2,069
423
$31K ﹤0.01%
882
424
$31K ﹤0.01%
+4,300
425
$31K ﹤0.01%
1,070
15 16
17
18 19