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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
Apple
AAPL
+$652K

Sector Composition

1 Technology 19.78%
2 Financials 11.31%
3 Healthcare 11.25%
4 Industrials 10.34%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$763K 0.11%
11,169
-2,633
102
$735K 0.11%
11,227
-268
103
$730K 0.11%
3,329
104
$718K 0.1%
9,806
+1
105
$665K 0.1%
12,960
+850
106
$656K 0.1%
2,119
107
$649K 0.09%
16,234
-480
108
$639K 0.09%
3,641
-194
109
$635K 0.09%
2,795
110
$608K 0.09%
7,821
111
$574K 0.08%
4,404
-403
112
$562K 0.08%
18,508
-1,170
113
$553K 0.08%
3,915
114
$547K 0.08%
5,569
+3,100
115
$533K 0.08%
5,438
-1,100
116
$529K 0.08%
2,245
117
$520K 0.08%
2,597
118
$492K 0.07%
30,991
119
$452K 0.07%
3,901
120
$443K 0.06%
7,559
-876
121
$440K 0.06%
5,507
-548
122
$431K 0.06%
17,452
-6,333
123
$426K 0.06%
937
-200
124
$364K 0.05%
6,430
125
$343K 0.05%
12,976
-3
3 4
5
6 7