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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$528K 0.06%
3,915
127
$524K 0.06%
24,699
-5,953
128
$516K 0.06%
5,637
+80
129
$507K 0.05%
22,967
130
$504K 0.05%
2,193
-551
131
$493K 0.05%
2,305
-1,427
132
$482K 0.05%
7,430
-1,000
133
$442K 0.05%
11,485
+5,250
134
$410K 0.04%
4,660
+60
135
$395K 0.04%
11,916
-5,958
136
$376K 0.04%
4,000
137
$370K 0.04%
1,879
+13
138
$366K 0.04%
12,071
-5,250
139
$362K 0.04%
2,151
+66
140
$355K 0.04%
+61,675
141
$351K 0.04%
8,010
-1,820
142
$346K 0.04%
917
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143
$335K 0.04%
954
-1
144
$320K 0.03%
1,896
-6
145
$316K 0.03%
575
146
$311K 0.03%
17,500
+11,500
147
$303K 0.03%
11,750
+3,750
148
$303K 0.03%
15,950
149
$299K 0.03%
977
+475
150
$292K 0.03%
9,316
4 5
6
7 8