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
201
$211K 0.02%
1,914
+564
202
$209K 0.02%
3,433
203
$195K 0.02%
5,000
-5,750
204
$190K 0.02%
324
+250
205
$189K 0.02%
3,125
-516
206
$185K 0.02%
857
+355
207
$180K 0.02%
1,588
208
$177K 0.02%
3,092
209
$176K 0.02%
2,940
-100
210
$171K 0.02%
2,122
+886
211
$171K 0.02%
700
212
$167K 0.02%
1,399
+349
213
$167K 0.02%
1,329
214
$163K 0.01%
1,362
215
$163K 0.01%
1,799
216
$162K 0.01%
818
+618
217
$161K 0.01%
1,894
+140
218
$158K 0.01%
2,035
219
$155K 0.01%
1,720
220
$155K 0.01%
822
221
$151K 0.01%
4,000
222
$146K 0.01%
8,461
223
$145K 0.01%
3,750
224
$145K 0.01%
755
225
$144K 0.01%
2,130
7 8
9
10 11