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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
625
227
$17K 0.01%
550
228
$16K 0.01%
345
229
$16K 0.01%
800
230
$16K 0.01%
668
231
$16K 0.01%
+400
232
$16K 0.01%
88
233
$16K 0.01%
280
234
$16K 0.01%
500
235
$16K 0.01%
300
236
$15K 0.01%
+300
237
$15K 0.01%
400
238
$15K 0.01%
1,170
239
$15K 0.01%
700
-4,600
240
$15K 0.01%
300
241
$15K 0.01%
400
242
$14K 0.01%
1,000
-10,000
243
$14K 0.01%
157
244
$13K 0.01%
517
245
$13K 0.01%
600
246
$13K 0.01%
195
247
$13K 0.01%
150
248
$13K 0.01%
+900
249
$12K ﹤0.01%
125
250
$12K ﹤0.01%
+2,000
8 9
10
11 12