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
351
$12K ﹤0.01%
100
352
$12K ﹤0.01%
300
353
$12K ﹤0.01%
325
354
$12K ﹤0.01%
708
355
$12K ﹤0.01%
124
356
$12K ﹤0.01%
210
357
$11K ﹤0.01%
433
358
$11K ﹤0.01%
+277
359
$11K ﹤0.01%
400
-620
360
$11K ﹤0.01%
438
361
$11K ﹤0.01%
200
362
$11K ﹤0.01%
138
363
$11K ﹤0.01%
400
364
$10K ﹤0.01%
398
365
$10K ﹤0.01%
+202
366
$10K ﹤0.01%
136
367
$10K ﹤0.01%
206
368
– –
-182
369
– –
-59
370
– –
-17,791
371
– –
-12,073
372
– –
-201
373
– –
-17,180
374
– –
-1,200
375
– –
-106
12 13 14
15
16