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
$1.09B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.68M
3
+$2.68M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.85M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.57M

Top Sells

1
+$10.5M
2
+$7.22M
3
+$5.59M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.74M
5
PYPL icon
PayPal
PYPL
+$804K

Sector Composition

1 Technology 18.39%
2 Financials 12.98%
3 Consumer Discretionary 10.46%
4 Industrials 10.12%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.85M 0.26%
19,530
+2,050
77
$2.81M 0.26%
55,964
-9,508
78
$2.68M 0.24%
+17,504
79
$2.62M 0.24%
8,205
+487
80
$2.5M 0.23%
29,968
-1,036
81
$2.41M 0.22%
24,329
+76
82
$2.4M 0.22%
44,235
-1,551
83
$2.31M 0.21%
21,900
84
$2.27M 0.21%
10,506
85
$2.19M 0.2%
55,746
+40,011
86
$2M 0.18%
24,238
+862
87
$1.88M 0.17%
3,829
88
$1.82M 0.17%
11,073
+517
89
$1.8M 0.16%
42,763
90
$1.77M 0.16%
15,712
+1,166
91
$1.76M 0.16%
16,405
92
$1.71M 0.16%
27,387
+477
93
$1.46M 0.13%
6,251
-24
94
$1.34M 0.12%
82,533
-11,967
95
$1.34M 0.12%
6,089
+117
96
$1.31M 0.12%
70,348
-500
97
$1.29M 0.12%
4,864
+445
98
$1.28M 0.12%
18,400
99
$1.27M 0.12%
8,598
100
$1.25M 0.11%
22,212
-1,101
2 3
4
5 6