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
State Street 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
476
$16K ﹤0.01%
1,170
477
$16K ﹤0.01%
576
478
$16K ﹤0.01%
103
479
$15K ﹤0.01%
75
480
$15K ﹤0.01%
434
481
$15K ﹤0.01%
183
482
$15K ﹤0.01%
65
483
$15K ﹤0.01%
143
484
$15K ﹤0.01%
+60
485
$15K ﹤0.01%
293
-1,389
486
$15K ﹤0.01%
33
+2
487
$15K ﹤0.01%
62
488
$15K ﹤0.01%
324
489
$15K ﹤0.01%
522
490
$14K ﹤0.01%
111
491
$14K ﹤0.01%
+314
492
$14K ﹤0.01%
387
493
$14K ﹤0.01%
100
494
$14K ﹤0.01%
+50
495
$14K ﹤0.01%
50
-50
496
$14K ﹤0.01%
1,500
497
$14K ﹤0.01%
50
498
$14K ﹤0.01%
181
499
$13K ﹤0.01%
94
500
$13K ﹤0.01%
426
-1,040
18 19
20
21 22