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
426
$30K ﹤0.01%
50
427
$30K ﹤0.01%
1,000
428
$30K ﹤0.01%
400
429
$30K ﹤0.01%
928
-40
430
$29K ﹤0.01%
193
431
$29K ﹤0.01%
+898
432
$28K ﹤0.01%
400
433
$28K ﹤0.01%
900
434
$28K ﹤0.01%
850
435
$27K ﹤0.01%
625
436
$27K ﹤0.01%
+1,250
437
$27K ﹤0.01%
511
438
$27K ﹤0.01%
140
+68
439
$27K ﹤0.01%
708
440
$26K ﹤0.01%
400
441
$26K ﹤0.01%
1,307
442
$26K ﹤0.01%
545
443
$26K ﹤0.01%
574
444
$26K ﹤0.01%
40
445
$25K ﹤0.01%
200
446
$25K ﹤0.01%
348
+1
447
$25K ﹤0.01%
524
448
$25K ﹤0.01%
750
+312
449
$25K ﹤0.01%
989
-25
450
$25K ﹤0.01%
900
16 17
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