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
276
$71K 0.01%
300
277
$70K 0.01%
901
-50
278
$68K 0.01%
311
+45
279
$68K 0.01%
845
280
$68K 0.01%
18,476
+36
281
$68K 0.01%
3,005
+35
282
$66K 0.01%
+351
283
$66K 0.01%
1,598
284
$66K 0.01%
810
+460
285
$66K 0.01%
+2,516
286
$65K 0.01%
200
287
$65K 0.01%
+2,500
288
$65K 0.01%
398
289
$64K 0.01%
2,400
+400
290
$64K 0.01%
+1,000
291
$64K 0.01%
+2,516
292
$63K 0.01%
1,063
-550
293
$63K 0.01%
3,228
-62
294
$62K 0.01%
1,524
295
$61K 0.01%
427
+27
296
$61K 0.01%
+2,289
297
$60K 0.01%
1,000
298
$60K 0.01%
825
299
$60K 0.01%
8,610
300
$59K 0.01%
1,500
10 11
12
13 14