KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.41M
3
+$2.19M
4
KMB icon
Kimberly-Clark
KMB
+$2.01M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.84M

Top Sells

1
+$7.78M
2
+$5.35M
3
+$4.22M
4
PARA
Paramount Global Class B
PARA
+$3.18M
5
NWL icon
Newell Brands
NWL
+$1.36M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.01%
+3,500
227
$29K 0.01%
246
228
$28K 0.01%
525
229
$28K 0.01%
240
230
$27K 0.01%
960
231
$27K 0.01%
375
232
$27K 0.01%
1,400
233
$27K 0.01%
395
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234
$27K 0.01%
810
235
$26K 0.01%
253
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236
$26K 0.01%
300
237
$26K 0.01%
350
238
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849
239
$25K 0.01%
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240
$25K 0.01%
466
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241
$24K 0.01%
654
242
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243
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244
$24K 0.01%
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245
$23K 0.01%
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246
$22K 0.01%
128
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247
$22K 0.01%
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248
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264
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249
$22K 0.01%
400
250
$21K 0.01%
699
8 9
10
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