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
301
$25K 0.01%
909
+228
302
$24K ﹤0.01%
677
303
$24K ﹤0.01%
375
304
$23K ﹤0.01%
824
305
$23K ﹤0.01%
+1,500
306
$23K ﹤0.01%
838
+500
307
$22K ﹤0.01%
467
308
$22K ﹤0.01%
307
309
$22K ﹤0.01%
300
310
$22K ﹤0.01%
200
311
$22K ﹤0.01%
200
312
$21K ﹤0.01%
384
313
$21K ﹤0.01%
150
314
$21K ﹤0.01%
1,300
315
$21K ﹤0.01%
556
316
$20K ﹤0.01%
226
317
$20K ﹤0.01%
500
318
$20K ﹤0.01%
206
319
$20K ﹤0.01%
434
320
$20K ﹤0.01%
354
321
$20K ﹤0.01%
+190
322
$20K ﹤0.01%
850
323
$20K ﹤0.01%
587
324
$18K ﹤0.01%
693
325
$18K ﹤0.01%
150
11 12
13
14 15