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
$1.15B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$15.6M
3 +$4.91M
4
QCOM icon
Qualcomm
QCOM
+$2.09M
5
PYPL icon
PayPal
PYPL
+$1.33M

Top Sells

1 +$12.1M
2 +$7.51M
3 +$6.85M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$5.16M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M

Sector Composition

1 Technology 17.91%
2 Financials 14.58%
3 Healthcare 10.25%
4 Consumer Discretionary 9.9%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SMAR
476
DELISTED
Smartsheet Inc.
SMAR
$20K ﹤0.01%
366
AFL icon
477
Aflac
AFL
$58.2B
$19K ﹤0.01%
300
-1,015
AKAM icon
478
Akamai
AKAM
$10.6B
$19K ﹤0.01%
156
EQIX icon
479
Equinix
EQIX
$80.8B
$19K ﹤0.01%
25
ETSY icon
480
Etsy
ETSY
$7.07B
$19K ﹤0.01%
150
FPE icon
481
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$19K ﹤0.01%
1,000
NEM icon
482
Newmont
NEM
$104B
$19K ﹤0.01%
245
APAM icon
483
Artisan Partners
APAM
$3.08B
$18K ﹤0.01%
450
DNP icon
484
DNP Select Income Fund
DNP
$3.72B
$18K ﹤0.01%
1,500
GILT icon
485
Gilat Satellite Networks
GILT
$893M
$18K ﹤0.01%
2,000
HEZU icon
486
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$708M
$18K ﹤0.01%
530
HSY icon
487
Hershey
HSY
$37.7B
$18K ﹤0.01%
+83
HUBB icon
488
Hubbell
HUBB
$22.9B
$18K ﹤0.01%
100
PWR icon
489
Quanta Services
PWR
$65.7B
$18K ﹤0.01%
+140
SJB icon
490
ProShares Short High Yield
SJB
$67.8M
$18K ﹤0.01%
1,000
UNIT
491
Uniti Group
UNIT
$1.38B
$18K ﹤0.01%
1,300
ASIX icon
492
AdvanSix
ASIX
$514M
$17K ﹤0.01%
337
HP icon
493
Helmerich & Payne
HP
$2.34B
$17K ﹤0.01%
+400
IEMG icon
494
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$17K ﹤0.01%
315
-57
ILMN icon
495
Illumina
ILMN
$15.3B
$17K ﹤0.01%
51
MGM icon
496
MGM Resorts International
MGM
$8.67B
$17K ﹤0.01%
400
MPLX icon
497
MPLX
MPLX
$50.6B
$17K ﹤0.01%
522
QCLN icon
498
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$547M
$17K ﹤0.01%
+260
JPS
499
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$17K ﹤0.01%
2,000
ACM icon
500
Aecom
ACM
$17.7B
$16K ﹤0.01%
+209