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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$156K 0.06%
4,000
102
$152K 0.06%
1,450
+500
103
$152K 0.06%
4,600
104
$143K 0.06%
7,644
105
$141K 0.05%
6,000
+1,000
106
$140K 0.05%
2,542
107
$140K 0.05%
35,000
-11,992
108
$137K 0.05%
2,024
109
$137K 0.05%
3,917
110
$134K 0.05%
+10,000
111
$133K 0.05%
1,000
112
$133K 0.05%
3,579
-1,512
113
$132K 0.05%
1,200
+300
114
$132K 0.05%
5,000
115
$130K 0.05%
3,900
-3,700
116
$124K 0.05%
6,084
-30,000
117
$123K 0.05%
3,749
118
$122K 0.05%
1,071
-2,900
119
$121K 0.05%
2,650
120
$118K 0.05%
1,025
121
$117K 0.05%
2,125
122
$116K 0.04%
901
123
$114K 0.04%
12,310
124
$113K 0.04%
3,516
125
$108K 0.04%
9,798
3 4
5
6 7