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
$503M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.8M
3
+$1.51M
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$1.49M
5
AAPL icon
Apple
AAPL
+$940K

Top Sells

1
+$5M
2
+$4.3M
3
+$3.44M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.05M
5
CADE icon
Cadence Bank
CADE
+$715K

Sector Composition

1 Financials 14.1%
2 Technology 13.92%
3 Industrials 12.84%
4 Healthcare 11.36%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 3.1%
328,420
+19,792
2
$14.5M 2.88%
123,038
-1,805
3
$14M 2.77%
237,220
-1,800
4
$12.8M 2.54%
80,518
-452
5
$12.6M 2.51%
46,186
-431
6
$12.4M 2.47%
63,021
-1,352
7
$12.1M 2.41%
116,691
-3,997
8
$11.8M 2.34%
131,980
-2,060
9
$11.7M 2.33%
66,667
-840
10
$11.5M 2.28%
30,047
-81
11
$11.3M 2.25%
78,288
-813
12
$10.5M 2.08%
133,168
+714
13
$10.4M 2.07%
93,633
+1,749
14
$10.1M 2%
91,954
-1,436
15
$9.66M 1.92%
74,099
16
$8.63M 1.72%
160,707
-5,799
17
$8.52M 1.69%
292,729
-4,654
18
$8.49M 1.69%
49,739
+419
19
$8.2M 1.63%
151,830
-382
20
$8.1M 1.61%
97,645
21
$8.02M 1.59%
199,144
-3,327
22
$7.68M 1.53%
31,516
-427
23
$7.36M 1.46%
40,428
-64
24
$7.25M 1.44%
59,149
+2,201
25
$7.03M 1.4%
69,249
+27,552
1
2 3 4 5