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
201
$164K 0.02%
11,805
-7,428
202
$163K 0.02%
718
+18
203
$163K 0.02%
1,588
204
$163K 0.02%
7,152
205
$162K 0.02%
3,750
206
$156K 0.02%
2,907
+2,044
207
$154K 0.02%
3,733
208
$152K 0.02%
2,048
+13
209
$144K 0.02%
1,200
-518
210
$144K 0.02%
1,799
211
$144K 0.02%
3,095
-2,546
212
$144K 0.02%
869
-150
213
$142K 0.02%
214
-18
214
$139K 0.01%
2,249
-845
215
$135K 0.01%
2,240
216
$135K 0.01%
822
+622
217
$131K 0.01%
5,000
218
$130K 0.01%
809
219
$130K 0.01%
1,350
220
$129K 0.01%
458
221
$124K 0.01%
449
222
$121K 0.01%
9,461
223
$119K 0.01%
1,720
224
$118K 0.01%
1,159
225
$118K 0.01%
500
-5
7 8
9
10 11