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
451
$14K ﹤0.01%
340
452
$14K ﹤0.01%
180
453
$13K ﹤0.01%
228
454
$13K ﹤0.01%
+687
455
$13K ﹤0.01%
293
456
$13K ﹤0.01%
810
457
$13K ﹤0.01%
219
+6
458
$12K ﹤0.01%
406
459
$12K ﹤0.01%
398
-447
460
$12K ﹤0.01%
108
-247
461
$12K ﹤0.01%
438
462
$12K ﹤0.01%
+1,500
463
$12K ﹤0.01%
+203
464
$12K ﹤0.01%
521
465
$11K ﹤0.01%
+107
466
$11K ﹤0.01%
+300
467
$11K ﹤0.01%
100
468
$11K ﹤0.01%
176
469
$11K ﹤0.01%
500
470
$11K ﹤0.01%
+50
471
$11K ﹤0.01%
+141
472
$11K ﹤0.01%
211
+71
473
$11K ﹤0.01%
50
474
$11K ﹤0.01%
13
-8
475
$10K ﹤0.01%
170
16 17 18
19
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