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
151
$378K 0.03%
1,301
+352
152
$359K 0.03%
13,825
153
$357K 0.03%
9,316
154
$350K 0.03%
20,000
+3,000
155
$333K 0.03%
6,586
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156
$332K 0.03%
2,027
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157
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12,074
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158
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159
$325K 0.03%
2,836
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160
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797
161
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1,318
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162
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163
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1,598
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164
$307K 0.03%
4,777
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165
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1,035
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166
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2,651
167
$295K 0.03%
105,000
168
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169
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346
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170
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2,104
171
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1,218
-31
172
$278K 0.02%
822
173
$276K 0.02%
4,460
174
$272K 0.02%
9,153
175
$267K 0.02%
1,000
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