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
$495M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$3.35M
3
+$2.06M
4
MCD icon
McDonald's
MCD
+$1.71M
5
CVX icon
Chevron
CVX
+$1.49M

Top Sells

1
+$6.53M
2
+$4.47M
3
+$1.31M
4
PRMW
Primo Water Corporation
PRMW
+$645K
5
USPH icon
US Physical Therapy
USPH
+$537K

Sector Composition

1 Financials 14.63%
2 Industrials 12.85%
3 Technology 11.66%
4 Healthcare 10.6%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$42K 0.01%
354
252
$42K 0.01%
+488
253
$42K 0.01%
306
254
$41K 0.01%
636
255
$41K 0.01%
+1,365
256
$41K 0.01%
+277
257
$41K 0.01%
+334
258
$41K 0.01%
1,300
259
$40K 0.01%
+365
260
$40K 0.01%
1,000
261
$39K 0.01%
518
262
$39K 0.01%
761
+34
263
$39K 0.01%
240
264
$38K 0.01%
800
265
$38K 0.01%
320
266
$37K 0.01%
549
267
$37K 0.01%
849
268
$37K 0.01%
615
+65
269
$37K 0.01%
350
270
$37K 0.01%
1,000
271
$35K 0.01%
1,000
272
$35K 0.01%
240
273
$34K 0.01%
475
274
$34K 0.01%
246
275
$34K 0.01%
1,300
9 10
11
12 13