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
501
$13K ﹤0.01%
141
502
$13K ﹤0.01%
293
503
$13K ﹤0.01%
756
504
$13K ﹤0.01%
750
505
$13K ﹤0.01%
94
506
$13K ﹤0.01%
426
-1,040
507
$12K ﹤0.01%
+28
508
$12K ﹤0.01%
300
509
$12K ﹤0.01%
400
510
$12K ﹤0.01%
+40
511
$12K ﹤0.01%
810
512
$11K ﹤0.01%
186
513
$11K ﹤0.01%
200
514
$11K ﹤0.01%
+368
515
$11K ﹤0.01%
+66
516
$11K ﹤0.01%
86
517
$11K ﹤0.01%
175
518
$11K ﹤0.01%
95
519
$11K ﹤0.01%
+328
520
$11K ﹤0.01%
+63
521
$11K ﹤0.01%
+30
522
$11K ﹤0.01%
41
523
$10K ﹤0.01%
388
524
$10K ﹤0.01%
42
525
$10K ﹤0.01%
380
19 20
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