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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$7.91M
3
+$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$8.46M
2
+$5.51M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.48M

Sector Composition

1 Technology 18.59%
2 Financials 14.22%
3 Healthcare 10.19%
4 Industrials 9.83%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.8M 0.25%
8,525
+320
77
$2.75M 0.25%
10,506
78
$2.64M 0.23%
19,480
-50
79
$2.54M 0.23%
29,968
80
$2.53M 0.23%
264,498
-5,420
81
$2.35M 0.21%
24,837
+508
82
$2.24M 0.2%
44,711
+476
83
$2.21M 0.2%
21,900
84
$1.99M 0.18%
12,322
+1,249
85
$1.85M 0.16%
43,066
+303
86
$1.84M 0.16%
16,405
87
$1.84M 0.16%
3,832
+3
88
$1.78M 0.16%
16,348
+636
89
$1.62M 0.14%
27,872
+485
90
$1.56M 0.14%
+25,800
91
$1.41M 0.13%
6,322
+71
92
$1.39M 0.12%
3,249
+780
93
$1.3M 0.12%
18,400
94
$1.28M 0.11%
8,598
95
$1.24M 0.11%
16,502
+750
96
$1.22M 0.11%
22,667
+455
97
$1.21M 0.11%
10,221
+399
98
$1.21M 0.11%
70,348
99
$1.21M 0.11%
26,474
+704
100
$1.19M 0.11%
6,089
2 3
4
5 6