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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1 +$9.71M
2 +$7.91M
3 +$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

Sector Composition

1 Technology 18.59%
2 Financials 14.22%
3 Healthcare 10.19%
4 Industrials 9.83%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.09M 0.1%
2,563
+24
102
$1.05M 0.09%
82,033
-500
103
$1.02M 0.09%
46,021
+136
104
$1.01M 0.09%
6,583
105
$987K 0.09%
4,127
-737
106
$921K 0.08%
2,137
107
$892K 0.08%
11,438
-63
108
$866K 0.08%
8,457
109
$831K 0.07%
3,500
-11
110
$828K 0.07%
8,465
+188
111
$817K 0.07%
11,524
112
$811K 0.07%
16,102
-250
113
$811K 0.07%
10,797
+1,057
114
$802K 0.07%
7,438
+655
115
$788K 0.07%
5,427
-55
116
$785K 0.07%
10,391
+581
117
$765K 0.07%
3,496
118
$763K 0.07%
7,240
+211
119
$747K 0.07%
20,409
120
$704K 0.06%
4,582
-10
121
$682K 0.06%
10,084
+404
122
$679K 0.06%
17,496
-38,250
123
$666K 0.06%
15,394
124
$651K 0.06%
9,836
+428
125
$649K 0.06%
3,200