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
51
$3.92M 0.79%
118,738
+5,582
52
$3.9M 0.79%
38,375
+150
53
$3.49M 0.71%
56,738
-4,610
54
$3.39M 0.68%
19,874
+2,237
55
$3.35M 0.68%
+17,534
56
$3.24M 0.65%
86,425
+5,065
57
$3.21M 0.65%
59,369
+7,687
58
$2.91M 0.59%
88,430
+7,013
59
$2.86M 0.58%
65,876
-420
60
$2.73M 0.55%
110,124
-19,811
61
$2.69M 0.54%
9
62
$2.51M 0.51%
33,694
-17,508
63
$2.32M 0.47%
22,465
+8,728
64
$2.29M 0.46%
34,488
+4,256
65
$2.24M 0.45%
52,133
+22,681
66
$2.2M 0.44%
40,736
+13,878
67
$2.06M 0.42%
42,763
68
$2.04M 0.41%
43,094
+8,755
69
$2M 0.4%
12,767
+10,913
70
$1.93M 0.39%
25,628
71
$1.91M 0.38%
126,572
+39,168
72
$1.87M 0.38%
39,886
-4,755
73
$1.86M 0.38%
9,333
+1,817
74
$1.81M 0.37%
78,219
-6,179
75
$1.8M 0.36%
38,286
+7,478
1 2
3
4 5