KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$6.18M
2
+$5.38M
3
+$4.85M
4
WSM icon
Williams-Sonoma
WSM
+$4.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.81M

Top Sells

1
+$5.39M
2
+$4.71M
3
+$326K
4
MCD icon
McDonald's
MCD
+$292K
5
PM icon
Philip Morris
PM
+$249K

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
401
$22K ﹤0.01%
654
402
$22K ﹤0.01%
850
403
$21K ﹤0.01%
173
404
$21K ﹤0.01%
356
405
$21K ﹤0.01%
525
406
$21K ﹤0.01%
200
407
$21K ﹤0.01%
+2,000
408
$21K ﹤0.01%
824
409
$21K ﹤0.01%
1,750
410
$21K ﹤0.01%
193
411
$20K ﹤0.01%
50
412
$20K ﹤0.01%
47
413
$20K ﹤0.01%
724
-13
414
$20K ﹤0.01%
540
415
$20K ﹤0.01%
1,000
416
$20K ﹤0.01%
89
+9
417
$19K ﹤0.01%
180
+16
418
$19K ﹤0.01%
2,000
419
$19K ﹤0.01%
25
420
$19K ﹤0.01%
80
+28
421
$19K ﹤0.01%
+500
422
$19K ﹤0.01%
93
423
$18K ﹤0.01%
316
424
$18K ﹤0.01%
857
425
$18K ﹤0.01%
2,000
15 16
17
18 19