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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$489K 0.07%
10,506
127
$476K 0.07%
5,955
+4,882
128
$470K 0.07%
5,155
-778
129
$445K 0.07%
11,190
-1,350
130
$442K 0.07%
18,629
-1,522
131
$430K 0.06%
4,091
132
$428K 0.06%
9,000
+26
133
$420K 0.06%
2,795
134
$415K 0.06%
3,235
+1,530
135
$401K 0.06%
19,468
136
$375K 0.06%
6,705
+5,429
137
$365K 0.05%
15,138
+4,500
138
$361K 0.05%
3,420
+400
139
$357K 0.05%
15,950
140
$355K 0.05%
5,533
-430
141
$349K 0.05%
5,799
142
$348K 0.05%
1,012
143
$343K 0.05%
3,494
144
$337K 0.05%
6,596
145
$337K 0.05%
16,610
146
$328K 0.05%
2,618
+1,100
147
$327K 0.05%
7,433
+1,244
148
$326K 0.05%
6,062
-450
149
$326K 0.05%
10,582
+2,803
150
$315K 0.05%
2,730
+500
4 5
6
7 8