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
76
$1.36M 0.27%
75,984
77
$1.33M 0.26%
16,743
+434
78
$1.31M 0.26%
7,304
-457
79
$1.26M 0.25%
12,158
+808
80
$1.26M 0.25%
86,053
+33,560
81
$1.24M 0.25%
42,763
82
$1.22M 0.24%
20,800
-1,000
83
$1.17M 0.23%
45,784
+9,129
84
$1.07M 0.21%
24,874
-365
85
$992K 0.2%
15,297
+2,563
86
$987K 0.2%
20,416
+8,244
87
$886K 0.18%
55,250
88
$759K 0.15%
17,616
89
$711K 0.14%
+6,487
90
$694K 0.14%
12,672
91
$670K 0.13%
515
-10
92
$670K 0.13%
23,325
-12
93
$642K 0.13%
20,076
-250
94
$616K 0.12%
14,331
-210
95
$597K 0.12%
10,098
+2,000
96
$586K 0.12%
5,198
-16
97
$536K 0.11%
1,897
+45
98
$524K 0.1%
7,641
99
$508K 0.1%
6,586
+4,167
100
$485K 0.1%
3,915
-8
2 3
4
5 6