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
251
$11K ﹤0.01%
750
252
$11K ﹤0.01%
500
253
$11K ﹤0.01%
256
254
$11K ﹤0.01%
+700
255
$11K ﹤0.01%
+164
256
$11K ﹤0.01%
500
257
$11K ﹤0.01%
400
258
$10K ﹤0.01%
+2,080
259
$10K ﹤0.01%
+1,000
260
$10K ﹤0.01%
+75
261
– –
-500
262
– –
-2,758
263
– –
-2,773
264
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-450
265
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-41,565
266
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-1,250
267
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-3,660
268
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-240
269
– –
-90,000
270
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-10,000
271
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-50,439
272
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-1,745
273
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-50,975
274
– –
-14,045
275
– –
-500
8 9 10
11
12