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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.22%
10,506
77
$2.09M 0.22%
9,555
-1,481
78
$2.06M 0.22%
24,840
-974
79
$2.06M 0.22%
7,738
-2,902
80
$1.98M 0.21%
17,520
81
$1.98M 0.21%
320,450
-28,306
82
$1.96M 0.21%
39,193
-790
83
$1.96M 0.21%
94,500
84
$1.92M 0.2%
4,577
-503
85
$1.78M 0.19%
21,900
86
$1.65M 0.18%
10,461
-193
87
$1.63M 0.17%
27,953
-2,019
88
$1.58M 0.17%
11,192
+168
89
$1.53M 0.16%
16,405
90
$1.44M 0.15%
17,831
+6,228
91
$1.38M 0.15%
12,642
-188
92
$1.37M 0.15%
6,583
93
$1.34M 0.14%
42,763
94
$1.3M 0.14%
14,117
+3,052
95
$1.25M 0.13%
5,981
-17
96
$1.22M 0.13%
29,736
+377
97
$1.22M 0.13%
20,409
-500
98
$1.21M 0.13%
20,631
+466
99
$1.15M 0.12%
3,392
+15
100
$1.14M 0.12%
18,400
2 3
4
5 6