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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$709K 0.12%
12,672
102
$691K 0.12%
5,027
-32
103
$689K 0.12%
3,834
+2,191
104
$680K 0.12%
+11,058
105
$676K 0.11%
20,078
106
$658K 0.11%
10,714
+858
107
$640K 0.11%
11,414
+439
108
$628K 0.11%
7,500
+816
109
$619K 0.1%
5,198
110
$607K 0.1%
+5,147
111
$581K 0.1%
2,506
+459
112
$581K 0.1%
8,227
+785
113
$576K 0.1%
6,138
+1,999
114
$569K 0.1%
5,933
+1,584
115
$556K 0.09%
3,915
116
$555K 0.09%
7,821
-653
117
$549K 0.09%
14,452
-142
118
$510K 0.09%
2,864
+1,093
119
$500K 0.08%
26,695
+20,000
120
$497K 0.08%
+10,506
121
$485K 0.08%
20,151
-2,995
122
$481K 0.08%
3,182
+637
123
$467K 0.08%
8,430
124
$452K 0.08%
103,800
+99,080
125
$444K 0.08%
15,217
+1,600
3 4
5
6 7