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
426
$25K ﹤0.01%
171
-27
427
$24K ﹤0.01%
400
428
$24K ﹤0.01%
200
429
$24K ﹤0.01%
206
430
$24K ﹤0.01%
47
431
$24K ﹤0.01%
200
432
$24K ﹤0.01%
+50
433
$23K ﹤0.01%
+483
434
$23K ﹤0.01%
316
435
$23K ﹤0.01%
93
436
$23K ﹤0.01%
1,000
437
$22K ﹤0.01%
282
438
$22K ﹤0.01%
372
439
$22K ﹤0.01%
256
+74
440
$22K ﹤0.01%
340
441
$22K ﹤0.01%
1,000
442
$22K ﹤0.01%
40
443
$21K ﹤0.01%
400
+200
444
$21K ﹤0.01%
200
445
$21K ﹤0.01%
72
446
$20K ﹤0.01%
137
447
$20K ﹤0.01%
208
448
$20K ﹤0.01%
2,000
449
$20K ﹤0.01%
25
450
$20K ﹤0.01%
+2,000
16 17
18
19 20