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
$503M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.8M
3
+$1.51M
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$1.49M
5
AAPL icon
Apple
AAPL
+$940K

Top Sells

1
+$5M
2
+$4.3M
3
+$3.44M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.05M
5
CADE icon
Cadence Bank
CADE
+$715K

Sector Composition

1 Financials 14.1%
2 Technology 13.92%
3 Industrials 12.84%
4 Healthcare 11.36%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$256K 0.05%
6,264
-161
127
$251K 0.05%
6,062
+4,487
128
$241K 0.05%
41,428
-15,500
129
$237K 0.05%
1,245
-26,249
130
$236K 0.05%
7,535
131
$220K 0.04%
3,064
132
$219K 0.04%
+2,000
133
$216K 0.04%
2,542
134
$212K 0.04%
3,876
-4,683
135
$198K 0.04%
2,019
+100
136
$190K 0.04%
1,075
137
$188K 0.04%
2,916
+41
138
$184K 0.04%
2,137
+1,116
139
$173K 0.03%
1,550
+1,200
140
$169K 0.03%
2,115
+1,000
141
$169K 0.03%
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142
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3,031
143
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870
144
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3,000
145
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146
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949
147
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1,800
+1,000
148
$142K 0.03%
2,969
149
$142K 0.03%
2,147
+1
150
$142K 0.03%
5,537
+1,504
4 5
6
7 8