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
276
$16K ﹤0.01%
654
277
$16K ﹤0.01%
1,170
278
$15K ﹤0.01%
314
279
$14K ﹤0.01%
207
280
$14K ﹤0.01%
1,195
281
$14K ﹤0.01%
1,600
282
$14K ﹤0.01%
+82
283
$13K ﹤0.01%
520
284
$13K ﹤0.01%
450
285
$13K ﹤0.01%
+162
286
$13K ﹤0.01%
206
287
$13K ﹤0.01%
200
288
$13K ﹤0.01%
280
289
$13K ﹤0.01%
103
290
$12K ﹤0.01%
400
291
$12K ﹤0.01%
210
292
$11K ﹤0.01%
136
293
$11K ﹤0.01%
+110
294
$11K ﹤0.01%
1,000
295
$11K ﹤0.01%
+100
296
$11K ﹤0.01%
600
297
$11K ﹤0.01%
+300
298
$10K ﹤0.01%
76
299
$10K ﹤0.01%
+200
300
$10K ﹤0.01%
+407
10 11
12
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