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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12K ﹤0.01%
180
452
$12K ﹤0.01%
+206
453
$11K ﹤0.01%
+100
454
$11K ﹤0.01%
38
455
$11K ﹤0.01%
438
456
$11K ﹤0.01%
176
457
$11K ﹤0.01%
+650
458
$11K ﹤0.01%
+82
459
$11K ﹤0.01%
380
460
$11K ﹤0.01%
+200
461
$11K ﹤0.01%
145
462
$11K ﹤0.01%
315
463
$11K ﹤0.01%
+200
464
$10K ﹤0.01%
+500
465
$10K ﹤0.01%
+902
466
$10K ﹤0.01%
1,300
467
– –
-31
468
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-68
469
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-854
470
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-1,000
471
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-690
472
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-500
473
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-100
474
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-399
475
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0
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