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

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
526
$13K ﹤0.01%
+138
527
$13K ﹤0.01%
50
528
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230
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531
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750
532
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94
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400
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$12K ﹤0.01%
100
536
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+102
537
$12K ﹤0.01%
328
538
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41
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540
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1,500
541
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$11K ﹤0.01%
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546
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547
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+40
548
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400
549
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550
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63