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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
Apple
AAPL
+$652K

Sector Composition

1 Technology 19.78%
2 Financials 11.31%
3 Healthcare 11.25%
4 Industrials 10.34%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.23%
5,221
-241
77
$1.59M 0.23%
167,040
78
$1.47M 0.21%
5,865
-176
79
$1.32M 0.19%
25,870
-200
80
$1.32M 0.19%
21,900
-3,450
81
$1.29M 0.19%
10,990
-127
82
$1.27M 0.18%
59,327
-3,900
83
$1.27M 0.18%
16,707
-150
84
$1.26M 0.18%
32,073
-695
85
$1.24M 0.18%
41,052
+29,079
86
$1.2M 0.17%
13,157
+6,001
87
$1.17M 0.17%
12,350
88
$1.17M 0.17%
8,284
-50
89
$1.15M 0.17%
10,506
90
$1.03M 0.15%
6,074
-92
91
$1.02M 0.15%
5,147
92
$1M 0.15%
42,763
93
$952K 0.14%
20,909
-86,755
94
$930K 0.13%
16,863
-567
95
$919K 0.13%
12,454
-643
96
$919K 0.13%
6,583
97
$908K 0.13%
18,400
98
$808K 0.12%
71,560
99
$805K 0.12%
13,225
100
$783K 0.11%
7,498
-100
2 3
4
5 6