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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.3M 1.2%
74,147
+4,585
27
$11.2M 1.2%
75,789
+1,437
28
$10.9M 1.17%
160,303
+7,553
29
$10.5M 1.12%
46,071
+992
30
$10.4M 1.11%
145,471
+12,313
31
$10.4M 1.11%
98,922
+1,819
32
$10.2M 1.09%
64,044
-412
33
$10.1M 1.08%
131,453
+5,225
34
$10.1M 1.08%
85,654
+2,788
35
$9.8M 1.04%
162,361
+161,805
36
$9.78M 1.04%
450,200
+38,515
37
$9.52M 1.01%
110,254
-4,936
38
$9.42M 1%
255,909
-4,337
39
$9.42M 1%
189,001
+1,131
40
$9.35M 1%
26,330
+806
41
$9.03M 0.96%
69,253
+222
42
$8.74M 0.93%
166,766
+1,886
43
$8.64M 0.92%
55,723
+1,747
44
$8.53M 0.91%
24,812
+136
45
$8.51M 0.91%
72,676
+4,573
46
$8.38M 0.89%
90,248
+7,018
47
$8.22M 0.88%
629,720
+280
48
$7.21M 0.77%
58,271
+3,614
49
$6.37M 0.68%
35,547
+4,459
50
$6.35M 0.68%
36,060
+1,079
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