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
26
$9.27M 1.34%
42,991
+552
27
$9.04M 1.31%
64,602
+2,055
28
$8.7M 1.26%
82,179
+671
29
$8.58M 1.24%
50,595
+1,312
30
$8.47M 1.23%
90,075
+2,135
31
$8.47M 1.23%
94,772
-1,000
32
$8.39M 1.22%
367,509
+44,575
33
$8.17M 1.18%
87,197
+1,723
34
$7.82M 1.13%
117,624
-17,026
35
$7.8M 1.13%
251,469
+775
36
$7.41M 1.07%
120,236
+118,374
37
$7.38M 1.07%
138,575
+3,482
38
$7.15M 1.04%
73,704
-20
39
$7.05M 1.02%
24,859
-58
40
$6.68M 0.97%
111,340
+2,040
41
$6.49M 0.94%
35,381
-823
42
$6.34M 0.92%
162,763
+1,573
43
$5.91M 0.86%
71,057
+14,679
44
$5.84M 0.85%
51,160
+728
45
$5.83M 0.85%
63,628
+2,685
46
$5.82M 0.84%
76,635
+5,890
47
$5.42M 0.79%
60,756
+3,884
48
$5.36M 0.78%
54,991
+122
49
$5.25M 0.76%
35,242
-645
50
$5.21M 0.76%
42,750
+1,240
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