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
326
$18K ﹤0.01%
810
327
$18K ﹤0.01%
+500
328
$17K ﹤0.01%
+600
329
$17K ﹤0.01%
430
330
$17K ﹤0.01%
265
331
$17K ﹤0.01%
1,000
332
$17K ﹤0.01%
1,400
333
$17K ﹤0.01%
400
334
$16K ﹤0.01%
530
+2
335
$16K ﹤0.01%
1,000
336
$15K ﹤0.01%
388
337
$15K ﹤0.01%
460
338
$14K ﹤0.01%
169
339
$14K ﹤0.01%
100
340
$14K ﹤0.01%
100
341
$14K ﹤0.01%
400
342
$14K ﹤0.01%
430
343
$14K ﹤0.01%
340
344
$14K ﹤0.01%
314
345
$14K ﹤0.01%
1,170
346
$14K ﹤0.01%
+250
347
$13K ﹤0.01%
407
348
$13K ﹤0.01%
380
349
$13K ﹤0.01%
160
-550
350
$13K ﹤0.01%
375
12 13
14
15 16