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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$7.91M
3
+$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$8.46M
2
+$5.51M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.48M

Sector Composition

1 Technology 18.59%
2 Financials 14.22%
3 Healthcare 10.19%
4 Industrials 9.83%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$21K ﹤0.01%
83
-6
477
$21K ﹤0.01%
221
-450
478
$20K ﹤0.01%
+600
479
$20K ﹤0.01%
208
480
$20K ﹤0.01%
+250
481
$20K ﹤0.01%
25
482
$20K ﹤0.01%
100
483
$20K ﹤0.01%
51
+18
484
$20K ﹤0.01%
300
+50
485
$20K ﹤0.01%
+400
486
$20K ﹤0.01%
2,000
487
$19K ﹤0.01%
47
488
$19K ﹤0.01%
530
489
$19K ﹤0.01%
+116
490
$19K ﹤0.01%
693
491
$19K ﹤0.01%
143
492
$18K ﹤0.01%
+316
493
$18K ﹤0.01%
2,000
494
$18K ﹤0.01%
100
495
$18K ﹤0.01%
200
496
$18K ﹤0.01%
+800
497
$18K ﹤0.01%
91
+16
498
$18K ﹤0.01%
259
+3
499
$18K ﹤0.01%
599
500
$18K ﹤0.01%
1,000
18 19
20
21 22