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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$7.91M
3
+$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$8.46M
2
+$5.51M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.48M

Sector Composition

1 Technology 18.59%
2 Financials 14.22%
3 Healthcare 10.19%
4 Industrials 9.83%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.64M 0.68%
3,217
+275
52
$7.28M 0.65%
74,853
+5,922
53
$7.13M 0.63%
19,741
+2,138
54
$6.95M 0.62%
48,140
+5,734
55
$6.84M 0.61%
67,473
+4,141
56
$6.6M 0.59%
16,900
+257
57
$6.43M 0.57%
122,300
-3,450
58
$6.25M 0.56%
29,686
+3,416
59
$6.2M 0.55%
44,358
+2,285
60
$6.09M 0.54%
40,995
+617
61
$5.66M 0.5%
231,651
-336
62
$5.38M 0.48%
248,708
+102
63
$4.73M 0.42%
18,288
+177
64
$4.66M 0.41%
124,523
+375
65
$4.56M 0.41%
205,771
+38,099
66
$4.48M 0.4%
285,053
67
$4.11M 0.37%
10
68
$4.01M 0.36%
30,120
-3,420
69
$3.83M 0.34%
229,223
+27,251
70
$3.8M 0.34%
71,119
+572
71
$3.73M 0.33%
13,654
+298
72
$3.51M 0.31%
66,921
-65
73
$3.5M 0.31%
33,865
-84
74
$3.21M 0.29%
8,958
+184
75
$2.91M 0.26%
72,831
+16,867
1 2
3
4 5