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
PSA icon
576
Public Storage
PSA
$50.8B
$15K ﹤0.01%
40
SCHE icon
577
Schwab Emerging Markets Equity ETF
SCHE
$11.9B
$15K ﹤0.01%
+508
UBER icon
578
Uber
UBER
$172B
$15K ﹤0.01%
369
-122
LSXMK
579
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$15K ﹤0.01%
387
AEF
580
abrdn Emerging Markets Equity Income Fund
AEF
$304M
$15K ﹤0.01%
+1,957
CYBR icon
581
CyberArk
CYBR
$22.9B
$15K ﹤0.01%
86
IWO icon
582
iShares Russell 2000 Growth ETF
IWO
$14.2B
$15K ﹤0.01%
50
ARKK icon
583
ARK Innovation ETF
ARKK
$7.29B
$14K ﹤0.01%
143
BC icon
584
Brunswick
BC
$5.66B
$14K ﹤0.01%
138
GILT icon
585
Gilat Satellite Networks
GILT
$1.33B
$14K ﹤0.01%
2,000
LYV icon
586
Live Nation Entertainment
LYV
$33.2B
$14K ﹤0.01%
114
OKE icon
587
Oneok
OKE
$46.8B
$14K ﹤0.01%
230
ENV
588
DELISTED
ENVESTNET, INC.
ENV
$14K ﹤0.01%
181
GLOB icon
589
Globant
GLOB
$2.89B
$13K ﹤0.01%
40
PDP icon
590
Invesco Dorsey Wright Momentum ETF
PDP
$1.37B
$13K ﹤0.01%
141
PNW icon
591
Pinnacle West Capital
PNW
$11.2B
$13K ﹤0.01%
+186
PSK icon
592
State Street SPDR ICE Preferred Securities ETF
PSK
$775M
$13K ﹤0.01%
293
SGOL icon
593
abrdn Physical Gold Shares ETF
SGOL
$8.07B
$13K ﹤0.01%
750
TKR icon
594
Timken Company
TKR
$6.39B
$13K ﹤0.01%
183
ZBH icon
595
Zimmer Biomet
ZBH
$17.2B
$13K ﹤0.01%
103
DOCS icon
596
Doximity
DOCS
$7.89B
$13K ﹤0.01%
250
ATR icon
597
AptarGroup
ATR
$8.16B
$12K ﹤0.01%
102
JEF icon
598
Jefferies Financial Group
JEF
$12.9B
$12K ﹤0.01%
328
L icon
599
Loews
L
$21.3B
$12K ﹤0.01%
200
MTCH icon
600
Match Group
MTCH
$7.3B
$12K ﹤0.01%
+88