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

Top Buys

1 +$13.9M
2 +$13.3M
3 +$7.49M
4
BKNG icon
Booking.com
BKNG
+$7.04M
5
UNH icon
UnitedHealth
UNH
+$6.76M

Top Sells

1 +$10M
2 +$9.89M
3 +$9.75M
4
T icon
AT&T
T
+$7.61M
5
ATVI
Activision Blizzard
ATVI
+$6.85M

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
$13.3B
$15K ﹤0.01%
50
MPLX icon
577
MPLX
MPLX
$50.5B
$15K ﹤0.01%
522
NEM icon
578
Newmont
NEM
$95B
$15K ﹤0.01%
+245
PSA icon
579
Public Storage
PSA
$54.4B
$15K ﹤0.01%
40
SCHE icon
580
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$15K ﹤0.01%
+508
UBER icon
581
Uber
UBER
$196B
$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
$9.32B
$14K ﹤0.01%
143
BC icon
584
Brunswick
BC
$4.28B
$14K ﹤0.01%
138
GILT icon
585
Gilat Satellite Networks
GILT
$877M
$14K ﹤0.01%
2,000
LYV icon
586
Live Nation Entertainment
LYV
$36.5B
$14K ﹤0.01%
114
OKE icon
587
Oneok
OKE
$43.3B
$14K ﹤0.01%
230
ENV
588
DELISTED
ENVESTNET, INC.
ENV
$14K ﹤0.01%
181
DOCS icon
589
Doximity
DOCS
$12.8B
$13K ﹤0.01%
250
GLOB icon
590
Globant
GLOB
$2.7B
$13K ﹤0.01%
40
PDP icon
591
Invesco Dorsey Wright Momentum ETF
PDP
$1.36B
$13K ﹤0.01%
141
PNW icon
592
Pinnacle West Capital
PNW
$11B
$13K ﹤0.01%
+186
PSK icon
593
SPDR ICE Preferred Securities ETF
PSK
$828M
$13K ﹤0.01%
293
SGOL icon
594
abrdn Physical Gold Shares ETF
SGOL
$6.67B
$13K ﹤0.01%
750
TKR icon
595
Timken Company
TKR
$5.37B
$13K ﹤0.01%
183
ZBH icon
596
Zimmer Biomet
ZBH
$20.3B
$13K ﹤0.01%
103
PSLV icon
597
Sprott Physical Silver Trust
PSLV
$8.93B
$12K ﹤0.01%
1,500
ATR icon
598
AptarGroup
ATR
$8.62B
$12K ﹤0.01%
102
JEF icon
599
Jefferies Financial Group
JEF
$11.4B
$12K ﹤0.01%
328
L icon
600
Loews
L
$20.7B
$12K ﹤0.01%
200