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
$1.22B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$13.3M
3 +$7.49M
4
BKNG icon
Booking.com
BKNG
+$7.04M
5
UNH icon
UnitedHealth
UNH
+$6.76M

Top Sells

1 +$10M
2 +$9.89M
3 +$9.75M
4
T icon
AT&T
T
+$7.61M
5
ATVI
Activision Blizzard
ATVI
+$6.85M

Sector Composition

1 Technology 19.2%
2 Financials 14.27%
3 Healthcare 10.67%
4 Consumer Discretionary 9.79%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCI icon
501
Service Corp International
SCI
$11.6B
$23K ﹤0.01%
+322
VRSK icon
502
Verisk Analytics
VRSK
$33.1B
$23K ﹤0.01%
+101
VUSB icon
503
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
$23K ﹤0.01%
+459
XAR icon
504
SPDR S&P Aerospace & Defense ETF
XAR
$4.95B
$23K ﹤0.01%
200
AAP icon
505
Advance Auto Parts
AAP
$3.32B
$22K ﹤0.01%
+90
ARCC icon
506
Ares Capital
ARCC
$14B
$22K ﹤0.01%
+1,020
DOCU icon
507
DocuSign
DOCU
$14.6B
$22K ﹤0.01%
143
+60
DXCM icon
508
DexCom
DXCM
$27.4B
$22K ﹤0.01%
164
HQY icon
509
HealthEquity
HQY
$8.27B
$22K ﹤0.01%
500
IEMG icon
510
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$22K ﹤0.01%
+372
IXUS icon
511
iShares Core MSCI Total International Stock ETF
IXUS
$50.2B
$22K ﹤0.01%
316
SCCO icon
512
Southern Copper
SCCO
$104B
$22K ﹤0.01%
+378
VXUS icon
513
Vanguard Total International Stock ETF
VXUS
$107B
$22K ﹤0.01%
343
EQIX icon
514
Equinix
EQIX
$80.4B
$21K ﹤0.01%
25
GD icon
515
General Dynamics
GD
$91.6B
$21K ﹤0.01%
100
HUBB icon
516
Hubbell
HUBB
$23.1B
$21K ﹤0.01%
100
ALK icon
517
Alaska Air
ALK
$5.65B
$21K ﹤0.01%
400
AMP icon
518
Ameriprise Financial
AMP
$45.2B
$21K ﹤0.01%
+69
APAM icon
519
Artisan Partners
APAM
$3.08B
$21K ﹤0.01%
450
BXC icon
520
BlueLinx
BXC
$575M
$21K ﹤0.01%
+222
INDA icon
521
iShares MSCI India ETF
INDA
$9.58B
$21K ﹤0.01%
455
CAG icon
522
Conagra Brands
CAG
$8.91B
$20K ﹤0.01%
600
FICO icon
523
Fair Isaac
FICO
$37.6B
$20K ﹤0.01%
47
FPE icon
524
First Trust Preferred Securities and Income ETF
FPE
$6.27B
$20K ﹤0.01%
+1,000
HEZU icon
525
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$707M
$20K ﹤0.01%
530