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

Top Buys

1
+$6.07M
2
+$4.68M
3
+$2.68M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.85M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.57M

Top Sells

1
+$10.5M
2
+$7.22M
3
+$5.59M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.74M
5
PYPL icon
PayPal
PYPL
+$804K

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
26
$14.3M 1.3%
100,384
+4,455
27
$14.1M 1.28%
171,690
-127,615
28
$13.8M 1.25%
60,913
+3,459
29
$12.9M 1.17%
66,002
-544
30
$12.8M 1.16%
55,253
-66
31
$12.7M 1.15%
94,772
32
$12.6M 1.15%
90,207
+250
33
$12.6M 1.14%
59,911
-179
34
$12.2M 1.1%
64,786
+1,604
35
$12M 1.09%
80,803
+910
36
$11.6M 1.05%
157,794
+9,984
37
$11.5M 1.05%
201,872
+18,962
38
$11M 1%
196,566
+4,514
39
$10.7M 0.97%
253,246
+111,373
40
$10.5M 0.96%
99,980
-187
41
$10.3M 0.94%
27,354
+101
42
$10.1M 0.92%
25,780
+12
43
$9.99M 0.91%
80,447
+1,668
44
$9.87M 0.9%
168,741
-860
45
$9.86M 0.9%
70,203
+1,109
46
$9.76M 0.89%
448,929
-4,949
47
$9.44M 0.86%
118,254
+3,318
48
$9M 0.82%
94,331
+178
49
$8.63M 0.78%
43,450
+674
50
$6.76M 0.61%
125,750
+3,760
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