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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$225K 0.02%
12,474
+3,996
177
$224K 0.02%
1,035
-121
178
$221K 0.02%
2,495
179
$215K 0.02%
3,000
180
$214K 0.02%
7,150
-1,250
181
$211K 0.02%
1,011
+11
182
$202K 0.02%
3,433
+400
183
$194K 0.02%
2,250
-602
184
$194K 0.02%
1,099
+99
185
$192K 0.02%
3,840
+731
186
$188K 0.02%
5,225
187
$188K 0.02%
531
188
$185K 0.02%
10,456
189
$184K 0.02%
700
+400
190
$184K 0.02%
2,454
-3,808
191
$182K 0.02%
15,458
192
$182K 0.02%
6,172
193
$181K 0.02%
1,198
194
$181K 0.02%
4,000
+1,500
195
$180K 0.02%
747
196
$179K 0.02%
500
197
$177K 0.02%
245
198
$174K 0.02%
710
199
$171K 0.02%
3,622
+36
200
$168K 0.02%
4,800
6 7
8
9 10