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
176
$280K 0.03%
968
+212
177
$275K 0.03%
2,456
178
$273K 0.02%
4,080
179
$272K 0.02%
949
180
$271K 0.02%
2,000
181
$270K 0.02%
4,460
182
$267K 0.02%
5,189
183
$263K 0.02%
3,669
+242
184
$262K 0.02%
1,000
185
$250K 0.02%
1,528
186
$247K 0.02%
1,199
+164
187
$245K 0.02%
12,418
188
$244K 0.02%
7,150
189
$244K 0.02%
2,860
190
$243K 0.02%
3,000
191
$242K 0.02%
664
192
$241K 0.02%
5,267
+1,681
193
$229K 0.02%
1,399
194
$228K 0.02%
1,629
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195
$227K 0.02%
1,000
196
$226K 0.02%
6,172
197
$225K 0.02%
+1,324
198
$223K 0.02%
4,800
199
$221K 0.02%
1,551
+3
200
$214K 0.02%
5,225
6 7
8
9 10