KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$7.39M
2
+$4.36M
3
+$1.99M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Top Sells

1
+$6.42M
2
+$4.08M
3
+$1.07M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$616K
5
AAPL icon
Apple
AAPL
+$554K

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
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466
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