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
176
$156K 0.02%
3,000
177
$156K 0.02%
529
178
$155K 0.02%
2,940
179
$153K 0.02%
936
180
$151K 0.02%
3,586
181
$150K 0.02%
1,350
182
$150K 0.02%
1,000
183
$149K 0.02%
4,800
184
$149K 0.02%
10,000
-6,210
185
$145K 0.02%
3,941
-4,086
186
$144K 0.02%
570
187
$143K 0.02%
6,172
-410
188
$140K 0.02%
1,330
189
$135K 0.02%
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190
$133K 0.02%
245
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191
$131K 0.02%
3,516
-2,100
192
$130K 0.02%
777
193
$129K 0.02%
502
194
$126K 0.02%
1,588
195
$126K 0.02%
8,478
196
$124K 0.02%
1,415
197
$121K 0.02%
700
198
$121K 0.02%
1,799
199
$121K 0.02%
2,540
200
$120K 0.02%
4,691
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