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
326
$43K 0.01%
+400
327
$43K 0.01%
818
+68
328
$42K 0.01%
1,497
329
$42K 0.01%
1,000
330
$42K 0.01%
+403
331
$39K ﹤0.01%
70
-10
332
$39K ﹤0.01%
750
333
$38K ﹤0.01%
598
334
$38K ﹤0.01%
279
+8
335
$38K ﹤0.01%
410
336
$38K ﹤0.01%
5,501
337
$37K ﹤0.01%
+1,000
338
$37K ﹤0.01%
1,196
-535
339
$37K ﹤0.01%
+1,459
340
$36K ﹤0.01%
325
341
$36K ﹤0.01%
899
342
$36K ﹤0.01%
1,736
343
$35K ﹤0.01%
+1,150
344
$35K ﹤0.01%
600
345
$35K ﹤0.01%
630
-66
346
$35K ﹤0.01%
+1,000
347
$35K ﹤0.01%
206
348
$35K ﹤0.01%
627
349
$35K ﹤0.01%
708
350
$34K ﹤0.01%
556
12 13
14
15 16