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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.74M 0.61%
41,112
+23,390
52
$5.73M 0.61%
112,572
+10,574
53
$5.55M 0.59%
22,744
+1,554
54
$5.46M 0.58%
93,686
+7,517
55
$5.37M 0.57%
273,970
-1,091
56
$5.06M 0.54%
59,969
-3,125
57
$4.83M 0.52%
133,294
+2,927
58
$4.69M 0.5%
102,035
+15,755
59
$4.66M 0.5%
241,310
-930
60
$4.61M 0.49%
33,163
+500
61
$4.58M 0.49%
20,895
+601
62
$4.22M 0.45%
128,280
+5,047
63
$4.13M 0.44%
17,556
+14,271
64
$4.03M 0.43%
44,058
-597
65
$3.98M 0.42%
87,298
+9,596
66
$3.92M 0.42%
250,053
67
$3.72M 0.4%
77,883
+8,793
68
$3.63M 0.39%
66,207
-412
69
$3.62M 0.39%
265,051
+27,358
70
$3.48M 0.37%
10
-2
71
$3.4M 0.36%
14,684
+316
72
$3.3M 0.35%
48,159
+44,535
73
$2.94M 0.31%
33,580
-880
74
$2.78M 0.3%
8,872
-48
75
$2.75M 0.29%
57,104
+5,255
1 2
3
4 5