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
426
$18K ﹤0.01%
+1,500
427
$17K ﹤0.01%
208
428
$17K ﹤0.01%
+628
429
$17K ﹤0.01%
+618
430
$17K ﹤0.01%
+578
431
$17K ﹤0.01%
200
432
$17K ﹤0.01%
+1,000
433
$16K ﹤0.01%
192
434
$16K ﹤0.01%
200
435
$16K ﹤0.01%
340
436
$16K ﹤0.01%
857
437
$15K ﹤0.01%
400
438
$15K ﹤0.01%
530
439
$15K ﹤0.01%
455
440
$15K ﹤0.01%
+705
441
$15K ﹤0.01%
693
442
$15K ﹤0.01%
300
443
$14K ﹤0.01%
+296
444
$14K ﹤0.01%
100
445
$14K ﹤0.01%
+200
446
$14K ﹤0.01%
750
447
$14K ﹤0.01%
434
448
$14K ﹤0.01%
433
449
$14K ﹤0.01%
1,300
450
$14K ﹤0.01%
1,000
16 17
18
19 20