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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.01M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16K ﹤0.01%
600
327
$16K ﹤0.01%
200
-200
328
$16K ﹤0.01%
+175
329
$15K ﹤0.01%
850
330
$15K ﹤0.01%
1,000
331
$15K ﹤0.01%
508
332
$15K ﹤0.01%
232
333
$15K ﹤0.01%
947
334
$15K ﹤0.01%
150
335
$15K ﹤0.01%
1,170
336
$14K ﹤0.01%
500
337
$14K ﹤0.01%
+898
338
$14K ﹤0.01%
356
339
$14K ﹤0.01%
207
-253
340
$14K ﹤0.01%
200
341
$13K ﹤0.01%
+103
342
$13K ﹤0.01%
381
343
$13K ﹤0.01%
467
344
$13K ﹤0.01%
520
345
$13K ﹤0.01%
450
346
$13K ﹤0.01%
1,195
347
$13K ﹤0.01%
600
348
$13K ﹤0.01%
171
349
$13K ﹤0.01%
496
350
$12K ﹤0.01%
300
12 13
14
15 16