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
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$7.91M
3
+$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$8.46M
2
+$5.51M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.48M

Sector Composition

1 Technology 18.59%
2 Financials 14.22%
3 Healthcare 10.19%
4 Industrials 9.83%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$599K 0.05%
13,935
+105
127
$595K 0.05%
12,798
+303
128
$587K 0.05%
961
+12
129
$571K 0.05%
4,315
+400
130
$558K 0.05%
2,537
-305
131
$556K 0.05%
3,755
-57,158
132
$546K 0.05%
3,044
-250
133
$545K 0.05%
2,020
+146
134
$543K 0.05%
5,565
135
$543K 0.05%
3,307
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136
$539K 0.05%
2,333
+304
137
$534K 0.05%
1,188
-65
138
$522K 0.05%
3,558
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139
$517K 0.05%
8,786
+1,512
140
$467K 0.04%
9,630
+350
141
$452K 0.04%
11,884
142
$435K 0.04%
2,047
143
$424K 0.04%
4,573
+46
144
$414K 0.04%
6,013
145
$411K 0.04%
4,000
146
$402K 0.04%
745
147
$395K 0.04%
10,156
+662
148
$389K 0.03%
4,906
149
$388K 0.03%
6,173
+95
150
$386K 0.03%
1,422
+265
4 5
6
7 8