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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
+183
477
– –
-100
478
– –
-568
479
– –
-141
480
– –
0
481
– –
-473
482
– –
-691
483
– –
0
484
– –
-82
485
– –
-120
486
– –
-2,028
487
– –
-368
488
– –
-206
489
– –
-24,400
490
– –
0
491
– –
-556
492
– –
-915
493
– –
-400
494
– –
-438
495
– –
-706
496
– –
0
497
– –
-1,000
498
– –
-200
499
– –
-318
500
– –
-464
17 18 19
20
21