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
$495M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$3.35M
3
+$2.06M
4
MCD icon
McDonald's
MCD
+$1.71M
5
CVX icon
Chevron
CVX
+$1.49M

Top Sells

1
+$6.53M
2
+$4.47M
3
+$1.31M
4
PRMW
Primo Water Corporation
PRMW
+$645K
5
USPH icon
US Physical Therapy
USPH
+$537K

Sector Composition

1 Financials 14.63%
2 Industrials 12.85%
3 Technology 11.66%
4 Healthcare 10.6%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.9M 1.39%
69,433
+5,098
27
$6.85M 1.38%
94,400
+4,237
28
$6.69M 1.35%
262,616
-3,918
29
$6.58M 1.33%
+206,924
30
$6.49M 1.31%
233,380
-1,000
31
$6.45M 1.3%
30,494
+1,669
32
$6.42M 1.3%
89,341
+1,648
33
$6.19M 1.25%
48,304
+3,720
34
$6.16M 1.24%
293,936
-1,309
35
$6.06M 1.22%
97,350
+6,929
36
$6.05M 1.22%
47,094
+4,721
37
$5.92M 1.2%
51,952
+13,085
38
$5.63M 1.14%
396,226
+5,218
39
$5.48M 1.11%
35,786
+4,224
40
$5.46M 1.1%
34,846
+2,638
41
$5.31M 1.07%
61,073
+12,336
42
$5.16M 1.04%
61,367
+6,511
43
$5.14M 1.04%
47,062
+3,479
44
$5.02M 1.01%
20,747
+1,323
45
$5M 1.01%
45,497
+4,526
46
$4.68M 0.95%
25,512
+1,313
47
$4.61M 0.93%
43,366
+6,363
48
$4.59M 0.93%
41,859
+2,069
49
$4.29M 0.87%
54,140
+3,819
50
$4.09M 0.83%
36,562
+3,360
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