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
$1.09B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.68M
3
+$2.68M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.85M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.57M

Top Sells

1
+$10.5M
2
+$7.22M
3
+$5.59M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.74M
5
PYPL icon
PayPal
PYPL
+$804K

Sector Composition

1 Technology 18.39%
2 Financials 12.98%
3 Consumer Discretionary 10.46%
4 Industrials 10.12%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.67M 0.61%
16,643
+688
52
$6.63M 0.6%
63,332
+1,278
53
$6.51M 0.59%
140,741
+40,071
54
$6.44M 0.58%
2,942
+99
55
$6.38M 0.58%
42,406
+307
56
$6.32M 0.57%
68,931
+4,263
57
$6.14M 0.56%
26,270
+698
58
$6.09M 0.55%
17,603
+17,551
59
$6.07M 0.55%
231,987
-8,482
60
$6M 0.54%
248,606
-3,908
61
$5.68M 0.52%
42,073
+2,631
62
$5.66M 0.51%
40,378
-19,560
63
$4.77M 0.43%
285,053
64
$4.61M 0.42%
167,672
+28,664
65
$4.6M 0.42%
124,148
-532
66
$4.2M 0.38%
33,540
-1,500
67
$4.19M 0.38%
10
68
$4.1M 0.37%
18,111
69
$3.84M 0.35%
70,547
-114
70
$3.71M 0.34%
13,356
-275
71
$3.68M 0.33%
201,972
+5,247
72
$3.63M 0.33%
66,986
+2,057
73
$3.56M 0.32%
33,949
-49
74
$3.11M 0.28%
8,774
-161
75
$2.87M 0.26%
269,918
-928
1 2
3
4 5