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
$503M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.8M
3
+$1.51M
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$1.49M
5
AAPL icon
Apple
AAPL
+$940K

Top Sells

1
+$5M
2
+$4.3M
3
+$3.44M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.05M
5
CADE icon
Cadence Bank
CADE
+$715K

Sector Composition

1 Financials 14.1%
2 Technology 13.92%
3 Industrials 12.84%
4 Healthcare 11.36%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.93M 1.38%
91,066
+34
27
$6.74M 1.34%
48,232
-988
28
$6.69M 1.33%
22,297
-199
29
$6.45M 1.28%
62,055
-1,293
30
$6.38M 1.27%
51,780
-1,237
31
$6.24M 1.24%
106,986
+415
32
$6.19M 1.23%
48,328
-881
33
$6.15M 1.22%
60,721
-486
34
$6.03M 1.2%
392,002
-6,825
35
$5.8M 1.15%
259,624
-11,980
36
$5.69M 1.13%
31,167
-558
37
$5.56M 1.1%
21,405
-779
38
$5.42M 1.08%
100,436
+1,829
39
$5.28M 1.05%
61,620
-3,071
40
$5.25M 1.04%
24,949
-680
41
$5.22M 1.04%
54,953
-2,034
42
$5.17M 1.03%
183,176
-25,326
43
$5.14M 1.02%
84,335
-879
44
$4.93M 0.98%
123,309
+113,502
45
$4.77M 0.95%
42,189
-1,605
46
$4.66M 0.93%
72,400
+4,722
47
$4.52M 0.9%
15
+5
48
$4.06M 0.81%
107,195
-14,425
49
$4.04M 0.8%
44,306
+584
50
$4M 0.8%
21,085
+2,164
1
2
3 4 5