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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
Apple
AAPL
+$652K

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
451
– –
-2,500
452
– –
-1,920
453
– –
-150
454
– –
-650
455
– –
-2,114
456
– –
-1,806
457
– –
-50
458
– –
-648
459
– –
-220
460
– –
-3,882
461
– –
-410
462
– –
-461
463
– –
-300
464
– –
-755
465
– –
-240
466
– –
-500
15 16 17 18
19