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
State Street 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
551
$11K ﹤0.01%
108
552
$11K ﹤0.01%
+500
553
$11K ﹤0.01%
+40
554
$11K ﹤0.01%
375
-250
555
$11K ﹤0.01%
300
556
$10K ﹤0.01%
+70
557
$10K ﹤0.01%
+252
558
$10K ﹤0.01%
380
559
$10K ﹤0.01%
+196
560
$10K ﹤0.01%
+114
561
– –
-17,504
562
– –
-1,957
563
– –
-388
564
– –
-400
565
– –
-600
566
– –
-418
567
– –
-186
568
– –
-42
569
– –
-60
570
– –
-66
571
– –
-1,500
572
– –
-95
573
– –
-231
574
– –
-11,956
575
– –
-500
20 21 22
23
24