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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$7.91M
3
+$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$8.46M
2
+$5.51M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.48M

Sector Composition

1 Technology 18.59%
2 Financials 14.22%
3 Healthcare 10.19%
4 Industrials 9.83%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$25K ﹤0.01%
553
452
$25K ﹤0.01%
+1,638
453
$25K ﹤0.01%
366
454
$25K ﹤0.01%
171
455
$24K ﹤0.01%
206
456
$24K ﹤0.01%
200
457
$24K ﹤0.01%
1,000
458
$24K ﹤0.01%
1,000
459
$23K ﹤0.01%
+1,250
460
$23K ﹤0.01%
400
461
$23K ﹤0.01%
+267
462
$23K ﹤0.01%
200
463
$23K ﹤0.01%
173
464
$23K ﹤0.01%
+460
465
$23K ﹤0.01%
93
466
$22K ﹤0.01%
+450
467
$22K ﹤0.01%
+3,000
468
$22K ﹤0.01%
282
469
$22K ﹤0.01%
164
-16
470
$22K ﹤0.01%
455
471
$22K ﹤0.01%
316
472
$22K ﹤0.01%
372
473
$22K ﹤0.01%
340
474
$22K ﹤0.01%
491
-2,054
475
$22K ﹤0.01%
343
-140
17 18
19
20 21