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
376
$26K ﹤0.01%
560
+200
377
$26K ﹤0.01%
500
378
$26K ﹤0.01%
91
379
$26K ﹤0.01%
511
380
$26K ﹤0.01%
211
381
$26K ﹤0.01%
1,000
382
$26K ﹤0.01%
200
383
$26K ﹤0.01%
200
384
$25K ﹤0.01%
384
385
$25K ﹤0.01%
245
-520
386
$25K ﹤0.01%
77
+33
387
$25K ﹤0.01%
+1,200
388
$25K ﹤0.01%
120
389
$25K ﹤0.01%
+978
390
$24K ﹤0.01%
+200
391
$24K ﹤0.01%
400
392
$24K ﹤0.01%
400
393
$24K ﹤0.01%
900
394
$24K ﹤0.01%
668
-264
395
$23K ﹤0.01%
+1,500
396
$23K ﹤0.01%
372
397
$23K ﹤0.01%
1,070
398
$23K ﹤0.01%
+200
399
$22K ﹤0.01%
151
400
$22K ﹤0.01%
480
14 15
16
17 18