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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$413K 0.07%
14,890
+14,000
127
$407K 0.07%
5,048
+213
128
$396K 0.07%
2,795
-69
129
$391K 0.07%
9,600
130
$391K 0.07%
+12,540
131
$384K 0.07%
+3,494
132
$379K 0.06%
1,012
133
$375K 0.06%
8,974
-500
134
$369K 0.06%
19,468
135
$361K 0.06%
4,091
136
$353K 0.06%
16,610
-22
137
$352K 0.06%
5,799
138
$342K 0.06%
+41,137
139
$341K 0.06%
15,950
140
$334K 0.06%
1,119
-54
141
$329K 0.06%
5,320
142
$308K 0.05%
3,020
143
$307K 0.05%
10,300
-1,900
144
$302K 0.05%
5,963
+1,358
145
$301K 0.05%
8,011
+3,326
146
$300K 0.05%
3,172
+200
147
$294K 0.05%
1,521
+230
148
$281K 0.05%
6,596
-967
149
$281K 0.05%
9,362
150
$279K 0.05%
6,512
+450
4 5
6
7 8