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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K ﹤0.01%
180
452
$13K ﹤0.01%
54
453
$13K ﹤0.01%
293
-711
454
$13K ﹤0.01%
876
455
$13K ﹤0.01%
314
456
$13K ﹤0.01%
151
457
$13K ﹤0.01%
380
458
$12K ﹤0.01%
192
459
$12K ﹤0.01%
159
-163
460
$12K ﹤0.01%
610
461
$12K ﹤0.01%
315
462
$11K ﹤0.01%
500
463
$11K ﹤0.01%
176
464
$11K ﹤0.01%
650
465
$11K ﹤0.01%
380
466
$11K ﹤0.01%
200
467
$11K ﹤0.01%
+375
468
$11K ﹤0.01%
+282
469
$11K ﹤0.01%
1,300
470
$11K ﹤0.01%
+252
471
$10K ﹤0.01%
+86
472
$10K ﹤0.01%
+68
473
$10K ﹤0.01%
+382
474
$10K ﹤0.01%
145
475
$10K ﹤0.01%
+50
17 18
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