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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$301K 0.04%
7,608
+705
152
$290K 0.04%
2,309
+1,500
153
$290K 0.04%
9,362
154
$287K 0.04%
3,172
155
$286K 0.04%
3,901
156
$277K 0.04%
8,900
-1,400
157
$261K 0.04%
6,954
-1,057
158
$260K 0.04%
7,535
159
$243K 0.04%
826
+500
160
$240K 0.04%
2,174
161
$240K 0.04%
2,104
162
$240K 0.04%
2,000
163
$239K 0.04%
2,538
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164
$233K 0.03%
6,209
+2,931
165
$231K 0.03%
1,422
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166
$231K 0.03%
4,800
-4,800
167
$227K 0.03%
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168
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+4,500
169
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47,500
+7,500
170
$219K 0.03%
1,135
171
$217K 0.03%
760
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172
$217K 0.03%
728
+200
173
$210K 0.03%
28,852
-12,285
174
$205K 0.03%
6,330
+280
175
$203K 0.03%
3,860
+45
5 6
7
8 9