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
$1.09B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.74M
3
+$2.75M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.84M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.55M

Top Sells

1
+$10.5M
2
+$7.22M
3
+$5.66M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.76M
5
PYPL icon
PayPal
PYPL
+$729K

Sector Composition

1 Technology 18.39%
2 Financials 12.98%
3 Consumer Discretionary 10.46%
4 Industrials 10.12%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$20K ﹤0.01%
2,000
452
$20K ﹤0.01%
25
453
$20K ﹤0.01%
+2,000
454
$20K ﹤0.01%
455
455
$20K ﹤0.01%
693
456
$19K ﹤0.01%
+307
457
$19K ﹤0.01%
180
+16
458
$19K ﹤0.01%
231
459
$19K ﹤0.01%
100
460
$19K ﹤0.01%
530
461
$19K ﹤0.01%
100
462
$18K ﹤0.01%
1,957
463
$18K ﹤0.01%
156
464
$18K ﹤0.01%
150
465
$18K ﹤0.01%
599
466
$18K ﹤0.01%
1,000
467
$18K ﹤0.01%
67
+15
468
$18K ﹤0.01%
259
+83
469
$17K ﹤0.01%
400
470
$17K ﹤0.01%
1,640
+340
471
$16K ﹤0.01%
100
472
$16K ﹤0.01%
1,500
473
$16K ﹤0.01%
36
474
$16K ﹤0.01%
50
475
$16K ﹤0.01%
438
17 18
19
20 21