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
501
$18K ﹤0.01%
433
502
$17K ﹤0.01%
107
-30
503
$17K ﹤0.01%
100
504
$17K ﹤0.01%
400
505
$16K ﹤0.01%
156
506
$16K ﹤0.01%
+143
507
$16K ﹤0.01%
1,300
-340
508
$16K ﹤0.01%
1,170
509
$15K ﹤0.01%
368
510
$15K ﹤0.01%
293
511
$15K ﹤0.01%
2,000
512
$15K ﹤0.01%
50
513
$15K ﹤0.01%
62
514
$15K ﹤0.01%
522
515
$15K ﹤0.01%
50
516
$15K ﹤0.01%
314
517
$15K ﹤0.01%
103
518
$15K ﹤0.01%
181
519
$14K ﹤0.01%
86
520
$14K ﹤0.01%
387
521
$14K ﹤0.01%
36
522
$14K ﹤0.01%
324
523
$14K ﹤0.01%
804
+48
524
$14K ﹤0.01%
65
525
$13K ﹤0.01%
50
19 20
21
22 23