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
301
$59K 0.01%
1,007
302
$58K 0.01%
119
+45
303
$58K 0.01%
+491
304
$55K 0.01%
+1,000
305
$55K 0.01%
368
306
$55K 0.01%
438
307
$54K 0.01%
1,350
308
$53K 0.01%
+564
309
$52K 0.01%
500
310
$51K 0.01%
500
311
$51K 0.01%
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312
$51K 0.01%
+1,000
313
$51K 0.01%
+1,735
314
$50K 0.01%
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315
$50K 0.01%
1,126
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316
$49K 0.01%
595
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317
$47K 0.01%
1,190
318
$47K 0.01%
+1,029
319
$47K 0.01%
7,000
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320
$46K 0.01%
400
321
$46K 0.01%
740
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322
$45K 0.01%
306
323
$44K 0.01%
270
324
$44K 0.01%
+400
325
$43K 0.01%
256
+9
11 12
13
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