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

Top Buys

1 +$13.9M
2 +$13M
3 +$8.15M
4
BKNG icon
Booking.com
BKNG
+$6.95M
5
UNH icon
UnitedHealth
UNH
+$6.1M

Top Sells

1 +$9.98M
2 +$9.93M
3 +$9.69M
4
T icon
AT&T
T
+$7.64M
5
ATVI
Activision Blizzard
ATVI
+$7.03M

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
IWO icon
576
iShares Russell 2000 Growth ETF
IWO
$12.5B
$15K ﹤0.01%
50
MPLX icon
577
MPLX
MPLX
$59.5B
$15K ﹤0.01%
522
NEM icon
578
Newmont
NEM
$127B
$15K ﹤0.01%
+245
PSA icon
579
Public Storage
PSA
$54.1B
$15K ﹤0.01%
40
SCHE icon
580
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$15K ﹤0.01%
+508
UBER icon
581
Uber
UBER
$155B
$15K ﹤0.01%
369
-122
LSXMK
582
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$15K ﹤0.01%
387
ARKK icon
583
ARK Innovation ETF
ARKK
$6.26B
$14K ﹤0.01%
143
BC icon
584
Brunswick
BC
$4.58B
$14K ﹤0.01%
138
GILT icon
585
Gilat Satellite Networks
GILT
$1.18B
$14K ﹤0.01%
2,000
LYV icon
586
Live Nation Entertainment
LYV
$36.7B
$14K ﹤0.01%
114
OKE icon
587
Oneok
OKE
$54.7B
$14K ﹤0.01%
230
ENV
588
DELISTED
ENVESTNET, INC.
ENV
$14K ﹤0.01%
181
DOCS icon
589
Doximity
DOCS
$4.68B
$13K ﹤0.01%
250
GLOB icon
590
Globant
GLOB
$2.27B
$13K ﹤0.01%
40
PDP icon
591
Invesco Dorsey Wright Momentum ETF
PDP
$1.31B
$13K ﹤0.01%
141
PNW icon
592
Pinnacle West Capital
PNW
$12.4B
$13K ﹤0.01%
+186
PSK icon
593
State Street SPDR ICE Preferred Securities ETF
PSK
$740M
$13K ﹤0.01%
293
SGOL icon
594
abrdn Physical Gold Shares ETF
SGOL
$8.96B
$13K ﹤0.01%
750
TKR icon
595
Timken Company
TKR
$6.93B
$13K ﹤0.01%
183
ZBH icon
596
Zimmer Biomet
ZBH
$18.4B
$13K ﹤0.01%
103
L icon
597
Loews
L
$22.6B
$12K ﹤0.01%
200
ATR icon
598
AptarGroup
ATR
$8.5B
$12K ﹤0.01%
102
JEF icon
599
Jefferies Financial Group
JEF
$7.91B
$12K ﹤0.01%
328
MTCH icon
600
Match Group
MTCH
$7.09B
$12K ﹤0.01%
+88