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
126
$331K 0.07%
9,690
127
$322K 0.07%
1,215
+180
128
$302K 0.06%
1,697
+211
129
$302K 0.06%
1,645
130
$299K 0.06%
4,391
+86
131
$283K 0.06%
1,658
132
$278K 0.06%
3,592
+291
133
$275K 0.06%
7,322
+64
134
$267K 0.05%
5,139
-184
135
$245K 0.05%
11,729
136
$219K 0.04%
5,424
+124
137
$214K 0.04%
2,400
+400
138
$212K 0.04%
3,727
139
$209K 0.04%
7,768
-1,335
140
$206K 0.04%
12,699
+750
141
$200K 0.04%
792
142
$198K 0.04%
2,542
143
$197K 0.04%
6,340
144
$193K 0.04%
1,147
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145
$192K 0.04%
3,540
146
$190K 0.04%
3,650
147
$188K 0.04%
2,969
148
$185K 0.04%
2,835
+2
149
$183K 0.04%
1,919
150
$177K 0.04%
850
+50
4 5
6
7 8