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
26
$13.8M 1.23%
57,229
+1,976
27
$13.4M 1.19%
89,951
-256
28
$12.9M 1.15%
100,374
-10
29
$12.8M 1.14%
163,583
+5,789
30
$12.8M 1.14%
61,984
+2,073
31
$12.3M 1.09%
81,743
+940
32
$12.1M 1.07%
215,702
+13,830
33
$12M 1.06%
146,007
-25,683
34
$11.8M 1.05%
74,766
+9,980
35
$11.8M 1.05%
94,772
36
$11.6M 1.03%
67,096
+1,094
37
$10.9M 0.97%
122,464
+4,210
38
$10.8M 0.96%
203,327
+6,761
39
$10.6M 0.94%
272,402
+19,156
40
$10.6M 0.94%
84,175
+3,728
41
$10.3M 0.91%
99,490
-490
42
$10.2M 0.91%
25,954
+174
43
$9.87M 0.88%
73,078
+2,875
44
$9.72M 0.86%
28,165
+811
45
$9.3M 0.83%
171,538
+2,797
46
$8.92M 0.79%
44,604
+1,154
47
$8.61M 0.77%
422,067
-26,862
48
$8.57M 0.76%
201,978
+186,303
49
$8.17M 0.73%
105,605
+11,274
50
$7.65M 0.68%
166,218
+25,477
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