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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
Apple
AAPL
+$652K

Sector Composition

1 Technology 19.78%
2 Financials 11.31%
3 Healthcare 11.25%
4 Industrials 10.34%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$334K 0.05%
2,618
127
$326K 0.05%
61,675
128
$319K 0.05%
6,596
129
$316K 0.05%
2,015
130
$313K 0.05%
13,179
-3,560
131
$312K 0.05%
6,062
132
$311K 0.05%
6,957
+1
133
$310K 0.04%
9,830
134
$307K 0.04%
2,143
-611
135
$302K 0.04%
12,930
-405
136
$297K 0.04%
15,621
-268
137
$296K 0.04%
1,582
-40
138
$284K 0.04%
1,729
139
$281K 0.04%
21,278
-17,216
140
$278K 0.04%
16,098
-1,465
141
$277K 0.04%
4,600
142
$276K 0.04%
3,420
143
$271K 0.04%
882
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144
$270K 0.04%
2,000
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145
$256K 0.04%
6,417
146
$255K 0.04%
9,362
147
$253K 0.04%
15,950
148
$240K 0.03%
6,189
149
$237K 0.03%
3,060
-100
150
$235K 0.03%
5,046
-1,741
4 5
6
7 8