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
526
$10K ﹤0.01%
+108
527
– –
-510
528
– –
-1,259
529
– –
-296
530
– –
-136
531
– –
-1,100
532
– –
-600
533
– –
-33
534
– –
-110
535
– –
-624
536
– –
-351
537
– –
-4,758
538
– –
-564
539
– –
-690
540
– –
-106
541
– –
-336
542
– –
-1,032
543
– –
0
544
– –
-500
545
– –
-1,500
546
– –
-542
547
– –
-400
548
– –
0
549
– –
-1,666
550
– –
-1,889
19 20 21
22
23