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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$273K 0.05%
6,903
+915
152
$268K 0.05%
7,535
153
$254K 0.04%
6,189
154
$246K 0.04%
10,638
+3,852
155
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+2,174
156
$237K 0.04%
1,705
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157
$235K 0.04%
+2,104
158
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1,135
159
$220K 0.04%
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-54
160
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161
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162
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3,815
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163
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1,729
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164
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165
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1,451
166
$186K 0.03%
1,550
167
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168
$172K 0.03%
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169
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170
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171
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6,050
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172
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173
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949
174
$156K 0.03%
2,064
175
$153K 0.03%
704
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5 6
7
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