KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+9.67%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$286M
AUM Growth
+$25.7M
(+9.9%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
31.66%
Holding
289
New
27
Increased
55
Reduced
39
Closed
20
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$7.53M |
| 2 |
Groupon
GRPN
|
$3.25M |
| 3 |
PARA
Paramount Global Class B
PARA
|
$2.94M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
$2.67M |
| 5 |
Freeport-McMoran
FCX
|
$2.56M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$5.61M |
| 2 |
Annaly Capital Management
NLY
|
$4.77M |
| 3 |
Philip Morris
PM
|
$4.2M |
| 4 |
Tapestry
TPR
|
$2.58M |
| 5 |
CBRE Group
CBRE
|
$2.55M |
Sector Composition
| 1 | Energy | 14.22% |
| 2 | Consumer Staples | 11.96% |
| 3 | Communication Services | 10.19% |
| 4 | Industrials | 9.68% |
| 5 | Technology | 9.55% |
