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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.27%
40,179
+572
77
$1.56M 0.26%
8,255
+76
78
$1.5M 0.25%
18,112
-83
79
$1.48M 0.25%
11,400
-40,255
80
$1.45M 0.25%
31,707
+3,062
81
$1.43M 0.24%
8,328
+897
82
$1.37M 0.23%
22,440
+40
83
$1.34M 0.23%
24,285
+1,851
84
$1.33M 0.23%
32,544
-34
85
$1.17M 0.2%
42,763
86
$1.11M 0.19%
72,272
-3,712
87
$1.1M 0.19%
9,188
+359
88
$1.03M 0.17%
44,229
-781
89
$999K 0.17%
6,166
-200
90
$920K 0.16%
12,522
-24
91
$918K 0.16%
15,207
+1,633
92
$864K 0.15%
59,750
93
$852K 0.14%
568
+85
94
$851K 0.14%
10,590
+1,791
95
$825K 0.14%
+6,583
96
$807K 0.14%
10,366
+2,994
97
$793K 0.13%
17,616
98
$792K 0.13%
19,374
-5,500
99
$779K 0.13%
2,625
+376
100
$709K 0.12%
10,875
-2,271
2 3
4
5 6