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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.12%
8,748
102
$1.12M 0.12%
50,406
-6,921
103
$1.03M 0.11%
70,848
-712
104
$1.03M 0.11%
4,317
+676
105
$996K 0.11%
14,860
+1,450
106
$974K 0.1%
2,606
-2,347
107
$964K 0.1%
9,000
-33
108
$889K 0.09%
3,497
109
$839K 0.09%
9,808
+1
110
$804K 0.09%
11,022
-1,796
111
$804K 0.09%
10,305
-3,512
112
$791K 0.08%
5,591
+44
113
$787K 0.08%
2,096
-198
114
$782K 0.08%
15,135
-764
115
$771K 0.08%
4,539
-656
116
$743K 0.08%
2,622
-173
117
$682K 0.07%
7,821
118
$626K 0.07%
3,195
+224
119
$621K 0.07%
3,866
+16
120
$603K 0.06%
3,901
121
$597K 0.06%
4,086
-320
122
$572K 0.06%
8,478
-307
123
$570K 0.06%
11,865
+1,278
124
$562K 0.06%
3,496
125
$536K 0.06%
991
+6
3 4
5
6 7