KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$5.76M
2
+$4.74M
3
+$2.75M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.84M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.55M

Top Sells

1
+$10.5M
2
+$7.22M
3
+$5.66M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.76M
5
PYPL icon
PayPal
PYPL
+$729K

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%
50
477
$16K ﹤0.01%
438
478
$16K ﹤0.01%
1,170
479
$15K ﹤0.01%
522
480
$15K ﹤0.01%
+60
481
$15K ﹤0.01%
293
-1,389
482
$15K ﹤0.01%
33
+2
483
$15K ﹤0.01%
62
484
$15K ﹤0.01%
324
485
$15K ﹤0.01%
75
486
$15K ﹤0.01%
434
487
$15K ﹤0.01%
183
488
$15K ﹤0.01%
65
489
$15K ﹤0.01%
143
490
$14K ﹤0.01%
181
491
$14K ﹤0.01%
100
492
$14K ﹤0.01%
+50
493
$14K ﹤0.01%
50
-50
494
$14K ﹤0.01%
1,500
495
$14K ﹤0.01%
50
496
$14K ﹤0.01%
111
497
$14K ﹤0.01%
+314
498
$14K ﹤0.01%
387
499
$13K ﹤0.01%
400
500
$13K ﹤0.01%
230
18 19
20
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