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
426
$11K ﹤0.01%
500
427
$11K ﹤0.01%
+31
428
$11K ﹤0.01%
+438
429
$11K ﹤0.01%
+50
430
$11K ﹤0.01%
+21
431
$11K ﹤0.01%
+870
432
$11K ﹤0.01%
434
433
$11K ﹤0.01%
280
434
$11K ﹤0.01%
288
-600
435
$10K ﹤0.01%
176
436
$10K ﹤0.01%
+307
437
$10K ﹤0.01%
+170
438
$10K ﹤0.01%
+140
439
$10K ﹤0.01%
599
-387
440
– –
-300
441
– –
-8,053
442
– –
-83
443
– –
-800
444
– –
-2,000
445
– –
-500
446
– –
-366
447
– –
-2,202
448
– –
0
449
– –
-300
450
– –
-48,920
15 16 17
18
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