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
$1.09B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.68M
3
+$2.68M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.85M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.57M

Top Sells

1
+$10.5M
2
+$7.22M
3
+$5.59M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.74M
5
PYPL icon
PayPal
PYPL
+$804K

Sector Composition

1 Technology 18.39%
2 Financials 12.98%
3 Consumer Discretionary 10.46%
4 Industrials 10.12%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$646K 0.06%
15,675
+2,231
127
$634K 0.06%
23,092
-161
128
$621K 0.06%
3,200
-600
129
$588K 0.05%
6,588
-856
130
$587K 0.05%
12,495
+321
131
$549K 0.05%
5,565
+8
132
$542K 0.05%
13,830
+1,313
133
$524K 0.05%
3,915
134
$501K 0.05%
9,490
-360
135
$499K 0.05%
2,047
136
$496K 0.05%
1,253
+170
137
$466K 0.04%
2,029
+100
138
$466K 0.04%
2,805
+61
139
$459K 0.04%
7,274
+29
140
$453K 0.04%
11,884
+2
141
$446K 0.04%
1,874
142
$443K 0.04%
9,280
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143
$430K 0.04%
4,000
144
$421K 0.04%
6,013
-780
145
$418K 0.04%
4,906
-1,750
146
$409K 0.04%
4,527
+8
147
$394K 0.04%
3,901
148
$388K 0.04%
2,341
+841
149
$383K 0.03%
4,800
+140
150
$383K 0.03%
9,494
+85
4 5
6
7 8