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
476
$13K ﹤0.01%
65
-437
477
$13K ﹤0.01%
426
-12
478
$13K ﹤0.01%
+182
479
$12K ﹤0.01%
202
+26
480
$12K ﹤0.01%
+75
481
$12K ﹤0.01%
+307
482
$12K ﹤0.01%
141
483
$12K ﹤0.01%
203
484
$12K ﹤0.01%
+176
485
$12K ﹤0.01%
810
486
$11K ﹤0.01%
+114
487
$11K ﹤0.01%
+380
488
$11K ﹤0.01%
+31
489
$11K ﹤0.01%
+732
490
$11K ﹤0.01%
+872
491
$11K ﹤0.01%
+94
492
– –
-2,000
493
– –
-228
494
– –
-2,509
495
– –
-687
496
– –
-628
497
– –
-618
498
– –
-578
499
– –
-599
500
– –
-398
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