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
176
$151K 0.03%
15,458
177
$150K 0.03%
1,936
+189
178
$149K 0.03%
4,600
-200
179
$147K 0.02%
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+144
180
$147K 0.02%
1,960
181
$147K 0.02%
14,456
+10,000
182
$145K 0.02%
545
183
$144K 0.02%
3,922
184
$143K 0.02%
528
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185
$142K 0.02%
973
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186
$142K 0.02%
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187
$141K 0.02%
317
188
$140K 0.02%
1,633
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189
$135K 0.02%
4,800
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190
$135K 0.02%
558
191
$134K 0.02%
902
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192
$134K 0.02%
+40,000
193
$131K 0.02%
2,940
194
$131K 0.02%
1,496
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195
$130K 0.02%
2,470
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196
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197
$129K 0.02%
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198
$128K 0.02%
1,789
199
$127K 0.02%
+470
200
$127K 0.02%
2,540
-500
6 7
8
9 10