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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
Apple
AAPL
+$652K

Sector Composition

1 Technology 19.78%
2 Financials 11.31%
3 Healthcare 11.25%
4 Industrials 10.34%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.14M 0.74%
56,332
+3,306
52
$4.96M 0.72%
272,898
-12,703
53
$4.49M 0.65%
127,781
+2,783
54
$3.64M 0.53%
30,453
+16,062
55
$3.6M 0.52%
240,445
-7,719
56
$3.57M 0.52%
45,358
-3,954
57
$3.45M 0.5%
125,895
+18,075
58
$3.44M 0.5%
250,053
59
$3.37M 0.49%
77,702
+2,415
60
$3.27M 0.47%
18,714
+587
61
$3.21M 0.46%
12
62
$3.1M 0.45%
204,101
+15,035
63
$3.08M 0.45%
86,680
-5,395
64
$2.93M 0.42%
65,514
+6
65
$2.82M 0.41%
72,357
-1,384
66
$2.7M 0.39%
378,888
-8,481
67
$2.4M 0.35%
13,425
-738
68
$2.21M 0.32%
8,934
-130
69
$2.19M 0.32%
94,500
70
$2.08M 0.3%
29,360
-380
71
$2.04M 0.29%
29,043
-650
72
$2M 0.29%
+14,073
73
$1.78M 0.26%
9,224
+97
74
$1.67M 0.24%
42,273
-200
75
$1.67M 0.24%
5,139
-111
1 2
3
4 5