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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$803K 0.12%
12,524
+1,110
102
$785K 0.12%
2,429
+1,310
103
$784K 0.12%
17,474
-1,900
104
$771K 0.11%
5,147
105
$754K 0.11%
12,672
106
$744K 0.11%
3,834
107
$736K 0.11%
4,987
-40
108
$709K 0.1%
20,078
109
$676K 0.1%
5,198
110
$669K 0.1%
7,298
+2,250
111
$627K 0.09%
32,648
+5,953
112
$624K 0.09%
9,071
-3,451
113
$622K 0.09%
6,138
114
$617K 0.09%
7,108
-392
115
$614K 0.09%
9,751
-963
116
$561K 0.08%
+12,400
117
$556K 0.08%
7,821
118
$539K 0.08%
3,915
119
$538K 0.08%
7,712
-515
120
$537K 0.08%
3,243
+61
121
$536K 0.08%
14,193
-259
122
$522K 0.08%
14,813
-404
123
$517K 0.08%
2,145
+624
124
$500K 0.07%
8,430
125
$495K 0.07%
14,890
3 4
5
6 7