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
176
$266K 0.02%
3,669
177
$266K 0.02%
2,214
+300
178
$260K 0.02%
3,901
179
$259K 0.02%
1,599
+200
180
$253K 0.02%
4,280
+200
181
$251K 0.02%
2,495
+1,700
182
$251K 0.02%
2,000
183
$250K 0.02%
1,199
184
$244K 0.02%
7,150
185
$243K 0.02%
5,267
186
$242K 0.02%
800
+284
187
$241K 0.02%
3,000
188
$240K 0.02%
690
+26
189
$240K 0.02%
12,418
190
$236K 0.02%
2,860
191
$219K 0.02%
913
-321
192
$219K 0.02%
1,000
193
$217K 0.02%
4,800
194
$216K 0.02%
1,629
195
$214K 0.02%
3,576
+2,000
196
$207K 0.02%
518
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197
$205K 0.02%
3,433
198
$198K 0.02%
5,272
-900
199
$195K 0.02%
1,529
+200
200
$193K 0.02%
3,125
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8
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