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
351
$33K ﹤0.01%
1,096
352
$32K ﹤0.01%
599
+12
353
$32K ﹤0.01%
273
354
$32K ﹤0.01%
246
355
$32K ﹤0.01%
1,546
356
$31K ﹤0.01%
+1,100
357
$31K ﹤0.01%
1,238
358
$31K ﹤0.01%
+1,000
359
$30K ﹤0.01%
518
360
$30K ﹤0.01%
79
361
$30K ﹤0.01%
+487
362
$30K ﹤0.01%
+212
363
$29K ﹤0.01%
231
364
$29K ﹤0.01%
662
365
$29K ﹤0.01%
1,009
+384
366
$29K ﹤0.01%
960
367
$29K ﹤0.01%
160
368
$29K ﹤0.01%
+106
369
$29K ﹤0.01%
250
370
$28K ﹤0.01%
324
371
$28K ﹤0.01%
5,010
372
$28K ﹤0.01%
1,104
373
$27K ﹤0.01%
1,000
374
$27K ﹤0.01%
+863
375
$26K ﹤0.01%
500
13 14
15
16 17