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
76
$1.77M 0.36%
15,309
+1,047
77
$1.75M 0.35%
21,496
-6,600
78
$1.66M 0.34%
4,854
+518
79
$1.53M 0.31%
26,390
+4,892
80
$1.49M 0.3%
18,969
-2,650
81
$1.48M 0.3%
42,851
+2,946
82
$1.4M 0.28%
65,500
83
$1.4M 0.28%
75,984
84
$1.4M 0.28%
28,888
+11,483
85
$1.31M 0.27%
8,207
+1,049
86
$1.24M 0.25%
29,784
-75
87
$1.1M 0.22%
15,864
+7,120
88
$1.06M 0.21%
20,560
+2,000
89
$1.01M 0.2%
75,000
90
$979K 0.2%
25,252
+960
91
$947K 0.19%
57,514
+48,264
92
$934K 0.19%
21,109
+3,869
93
$916K 0.19%
34,575
+3,201
94
$868K 0.18%
14,306
+4,324
95
$860K 0.17%
667
+108
96
$852K 0.17%
7,794
+243
97
$821K 0.17%
7,237
+1,331
98
$790K 0.16%
32,904
-3,372
99
$788K 0.16%
8,920
-1,082
100
$763K 0.15%
24,324
-178
2 3
4
5 6