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
126
$494K 0.06%
10,587
+4,170
127
$493K 0.06%
985
+48
128
$492K 0.06%
5,557
+50
129
$470K 0.06%
3,285
+765
130
$445K 0.06%
2,971
+828
131
$440K 0.05%
8,430
+2,000
132
$417K 0.05%
17,321
+4,142
133
$416K 0.05%
1,655
+73
134
$406K 0.05%
15,312
+2,336
135
$403K 0.05%
3,901
136
$358K 0.04%
9,830
137
$357K 0.04%
4,600
138
$356K 0.04%
1,866
-149
139
$347K 0.04%
2,085
+735
140
$319K 0.04%
1,270
+700
141
$318K 0.04%
16,164
+543
142
$298K 0.04%
955
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143
$294K 0.04%
6,262
+200
144
$293K 0.04%
14,650
-2,802
145
$282K 0.04%
1,902
+173
146
$279K 0.03%
3,419
-1
147
$279K 0.03%
3,587
+615
148
$279K 0.03%
575
+16
149
$268K 0.03%
2,860
-200
150
$261K 0.03%
9,316
-46
4 5
6
7 8