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
$690M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.4M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$6.42M
2
+$3.95M
3
+$1.13M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
AAPL icon
Apple
AAPL
+$652K

Sector Composition

1 Technology 19.78%
2 Financials 11.31%
3 Healthcare 11.25%
4 Industrials 10.34%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.03%
4,510
+50
152
$232K 0.03%
8,400
-500
153
$228K 0.03%
3,870
-400
154
$226K 0.03%
1,135
155
$226K 0.03%
559
156
$221K 0.03%
745
157
$216K 0.03%
6,235
158
$215K 0.03%
2,104
159
$214K 0.03%
2,972
160
$208K 0.03%
8,952
-1,695
161
$208K 0.03%
7,535
162
$202K 0.03%
2,600
+400
163
$198K 0.03%
1,718
-1,778
164
$194K 0.03%
+105,000
165
$192K 0.03%
4,000
-1,628
166
$192K 0.03%
949
167
$187K 0.03%
1,000
168
$183K 0.03%
620
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169
$181K 0.03%
2,520
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170
$175K 0.03%
576
-30
171
$172K 0.02%
2,852
172
$168K 0.02%
2,733
-267
173
$166K 0.02%
558
174
$164K 0.02%
1,198
175
$158K 0.02%
15,458
5 6
7
8 9