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
$801M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.19M
3
+$4.88M
4
WSM icon
Williams-Sonoma
WSM
+$4.61M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.81M

Top Sells

1
+$5.23M
2
+$4.35M
3
+$326K
4
MCD icon
McDonald's
MCD
+$312K
5
PM icon
Philip Morris
PM
+$242K

Sector Composition

1 Technology 20.8%
2 Healthcare 11.35%
3 Financials 11.1%
4 Consumer Discretionary 9.72%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$110K 0.01%
755
-300
227
$109K 0.01%
1,050
228
$108K 0.01%
6,328
+28
229
$107K 0.01%
1,808
230
$105K 0.01%
+449
231
$104K 0.01%
1,800
232
$103K 0.01%
511
+8
233
$103K 0.01%
976
234
$97K 0.01%
+1,000
235
$97K 0.01%
3,851
236
$97K 0.01%
1,151
+1,000
237
$97K 0.01%
1,159
238
$96K 0.01%
1,220
239
$95K 0.01%
721
+618
240
$93K 0.01%
643
241
$93K 0.01%
442
242
$93K 0.01%
393
+30
243
$92K 0.01%
999
244
$92K 0.01%
589
245
$92K 0.01%
2,426
+1,500
246
$92K 0.01%
4,220
247
$91K 0.01%
1,939
+318
248
$91K 0.01%
3,875
249
$91K 0.01%
+1,465
250
$91K 0.01%
1,255
+150
8 9
10
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