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
201
$120K 0.02%
3,836
-240
202
$120K 0.02%
1,000
203
$115K 0.02%
597
-145
204
$113K 0.02%
1,234
-235
205
$113K 0.02%
10,456
206
$113K 0.02%
2,240
-70
207
$112K 0.02%
1,000
208
$111K 0.02%
5,000
209
$107K 0.02%
6,500
+1,500
210
$106K 0.02%
3,875
211
$106K 0.02%
809
-500
212
$103K 0.01%
202
-100
213
$103K 0.01%
6,300
+8
214
$100K 0.01%
550
-50
215
$99K 0.01%
1,808
216
$99K 0.01%
503
+1
217
$98K 0.01%
1,136
-140
218
$98K 0.01%
1,050
219
$98K 0.01%
976
-100
220
$96K 0.01%
1,220
221
$95K 0.01%
1,720
222
$94K 0.01%
2,064
223
$93K 0.01%
1,800
-12,856
224
$92K 0.01%
4,220
225
$89K 0.01%
1,613
-385
7 8
9
10 11