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
251
$90K 0.01%
480
252
$90K 0.01%
+6,000
253
$89K 0.01%
+9,461
254
$87K 0.01%
898
255
$86K 0.01%
+882
256
$84K 0.01%
1,280
257
$83K 0.01%
1,036
-100
258
$82K 0.01%
1,383
+352
259
$81K 0.01%
956
+36
260
$80K 0.01%
1,000
261
$79K 0.01%
1,830
262
$79K 0.01%
1,244
263
$78K 0.01%
1,230
264
$77K 0.01%
766
265
$77K 0.01%
502
-65
266
$77K 0.01%
436
-500
267
$76K 0.01%
+2,500
268
$76K 0.01%
837
+72
269
$75K 0.01%
4,758
270
$74K 0.01%
930
+39
271
$74K 0.01%
+2,509
272
$73K 0.01%
230
-652
273
$72K 0.01%
875
-10
274
$72K 0.01%
600
275
$72K 0.01%
+2,665
9 10
11
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