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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$7.5M
3
+$1.73M
4
MRVL icon
Marvell Technology
MRVL
+$1.55M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$10.4M
2
+$5.55M
3
+$2.67M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.11M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.54M

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%
30
552
$11K ﹤0.01%
108
553
$11K ﹤0.01%
+500
554
$11K ﹤0.01%
375
-250
555
$11K ﹤0.01%
300
556
$10K ﹤0.01%
380
557
$10K ﹤0.01%
+196
558
$10K ﹤0.01%
+114
559
$10K ﹤0.01%
+70
560
$10K ﹤0.01%
+252
561
– –
-400
562
– –
-388
563
– –
-600
564
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-418
565
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-95
566
– –
-1,479
567
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-80
568
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-500
569
– –
-259
570
– –
-17,504
571
– –
-1,957
572
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-186
573
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-42
574
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-60
575
– –
-66
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