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
$503M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.8M
3
+$1.51M
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$1.49M
5
AAPL icon
Apple
AAPL
+$940K

Top Sells

1
+$5M
2
+$4.3M
3
+$3.44M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.05M
5
CADE icon
Cadence Bank
CADE
+$715K

Sector Composition

1 Financials 14.1%
2 Technology 13.92%
3 Industrials 12.84%
4 Healthcare 11.36%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$481K 0.1%
8,281
102
$474K 0.09%
20,015
-2,705
103
$469K 0.09%
5,807
+9
104
$462K 0.09%
4,000
105
$410K 0.08%
65,500
106
$408K 0.08%
5,139
107
$406K 0.08%
8,430
108
$403K 0.08%
2,098
+37
109
$391K 0.08%
9,600
110
$383K 0.08%
2,502
111
$366K 0.07%
12,900
112
$358K 0.07%
4,834
-885
113
$354K 0.07%
+5,669
114
$339K 0.07%
5,656
115
$334K 0.07%
1,173
+168
116
$323K 0.06%
3,592
117
$311K 0.06%
7,364
118
$307K 0.06%
1,643
+993
119
$306K 0.06%
2,774
120
$302K 0.06%
9,362
+1
121
$295K 0.06%
1,769
-195
122
$293K 0.06%
11,729
123
$283K 0.06%
10,269
-4,500
124
$280K 0.06%
15,950
125
$265K 0.05%
1,527
3 4
5
6 7