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
351
$13K ﹤0.01%
229
352
$13K ﹤0.01%
1,000
353
$12K ﹤0.01%
1,357
354
$12K ﹤0.01%
+131
355
$12K ﹤0.01%
204
-2,600
356
$12K ﹤0.01%
360
357
$12K ﹤0.01%
360
358
$12K ﹤0.01%
+78
359
$12K ﹤0.01%
+648
360
$12K ﹤0.01%
675
361
$11K ﹤0.01%
+300
362
$11K ﹤0.01%
212
363
$11K ﹤0.01%
103
364
$10K ﹤0.01%
1,195
365
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366
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367
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368
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-900
369
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370
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371
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372
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-931
373
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-210
374
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-51,300
375
– –
-650
12 13 14
15
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