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
151
$375K 0.03%
1,801
152
$367K 0.03%
13,825
153
$366K 0.03%
6,078
+114
154
$365K 0.03%
745
155
$348K 0.03%
105,000
156
$341K 0.03%
9,316
157
$326K 0.03%
1,498
+393
158
$322K 0.03%
1,321
+7
159
$319K 0.03%
12,071
+191
160
$318K 0.03%
797
-49
161
$316K 0.03%
17,000
+3,000
162
$311K 0.03%
1,147
+400
163
$307K 0.03%
351
+101
164
$302K 0.03%
1,249
-43
165
$298K 0.03%
1,000
166
$294K 0.03%
9,153
-900
167
$293K 0.03%
1,234
+321
168
$291K 0.03%
2,651
169
$290K 0.03%
4,320
+209
170
$284K 0.03%
822
-60
171
$284K 0.03%
2,436
172
$283K 0.03%
408
+113
173
$283K 0.03%
1,157
+102
174
$280K 0.03%
11,956
175
$280K 0.03%
2,104
5 6
7
8 9