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
$801M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.19M
3
+$4.88M
4
WSM icon
Williams-Sonoma
WSM
+$4.61M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.81M

Top Sells

1
+$5.23M
2
+$4.35M
3
+$326K
4
MCD icon
McDonald's
MCD
+$312K
5
PM icon
Philip Morris
PM
+$242K

Sector Composition

1 Technology 20.8%
2 Healthcare 11.35%
3 Financials 11.1%
4 Consumer Discretionary 9.72%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$912K 0.11%
42,763
102
$861K 0.11%
11,603
+376
103
$834K 0.1%
3,377
+48
104
$816K 0.1%
12,818
-407
105
$804K 0.1%
13,410
+450
106
$791K 0.1%
9,033
+3,464
107
$779K 0.1%
3,641
108
$777K 0.1%
11,065
-104
109
$771K 0.1%
2,294
+175
110
$768K 0.1%
2,795
111
$757K 0.09%
9,807
+1
112
$748K 0.09%
3,497
+900
113
$701K 0.09%
15,899
-335
114
$697K 0.09%
2,744
+499
115
$696K 0.09%
5,547
+109
116
$649K 0.08%
7,821
117
$639K 0.08%
3,850
+1,850
118
$617K 0.08%
3,732
-31,649
119
$590K 0.07%
4,406
+2
120
$578K 0.07%
3,915
121
$563K 0.07%
8,785
+1,226
122
$552K 0.07%
17,874
-634
123
$526K 0.07%
30,652
-339
124
$514K 0.06%
3,496
+878
125
$494K 0.06%
1,392
+816
3 4
5
6 7