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
101
$713K 0.14%
41,000
102
$692K 0.14%
12,672
103
$679K 0.14%
46,100
104
$577K 0.12%
5,241
-275
105
$575K 0.12%
2,185
+560
106
$571K 0.12%
15,172
-228
107
$548K 0.11%
7,641
108
$535K 0.11%
17,838
+559
109
$506K 0.1%
8,970
110
$475K 0.1%
9,924
+1,935
111
$464K 0.09%
11,372
+1,176
112
$461K 0.09%
18,555
+2,000
113
$457K 0.09%
17,219
+1
114
$450K 0.09%
9,600
115
$439K 0.09%
2,750
+494
116
$438K 0.09%
11,301
+1
117
$426K 0.09%
8,430
-1,951
118
$421K 0.09%
4,000
119
$420K 0.08%
15,305
120
$411K 0.08%
5,616
121
$397K 0.08%
10,583
122
$380K 0.08%
2,502
+347
123
$365K 0.07%
15,950
124
$360K 0.07%
10,426
+166
125
$347K 0.07%
36,060
3 4
5
6 7