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
$503M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.8M
3
+$1.51M
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$1.49M
5
AAPL icon
Apple
AAPL
+$940K

Top Sells

1
+$5M
2
+$4.3M
3
+$3.44M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.05M
5
CADE icon
Cadence Bank
CADE
+$715K

Sector Composition

1 Financials 14.1%
2 Technology 13.92%
3 Industrials 12.84%
4 Healthcare 11.36%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.65M 0.73%
26,819
-898
52
$3.55M 0.71%
75,441
+9,759
53
$3.45M 0.68%
104,773
-4,585
54
$3.39M 0.67%
40,231
+1,404
55
$3.13M 0.62%
66,796
+2,120
56
$3.07M 0.61%
39,354
-602
57
$2.81M 0.56%
31,805
+650
58
$2.8M 0.56%
49,922
-3,263
59
$2.71M 0.54%
29,963
+849
60
$2.62M 0.52%
27,492
+1,000
61
$2.59M 0.52%
129,613
-1,373
62
$2.5M 0.5%
12,420
+1,431
63
$2.48M 0.49%
53,942
+6,795
64
$2.48M 0.49%
99,501
-1,640
65
$2.03M 0.4%
35,394
+862
66
$1.87M 0.37%
25,350
67
$1.86M 0.37%
53,343
+42,760
68
$1.82M 0.36%
39,905
+894
69
$1.68M 0.33%
39,590
-6,021
70
$1.6M 0.32%
4,637
-322
71
$1.58M 0.31%
9,887
-705
72
$1.49M 0.3%
29,784
73
$1.47M 0.29%
18,307
+1,670
74
$1.44M 0.29%
63,543
-1,387
75
$1.43M 0.28%
28,480
-3,489
1 2
3
4 5