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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$70K 0.03%
5,000
152
$70K 0.03%
1,500
153
$67K 0.03%
1,183
154
$65K 0.03%
570
155
$64K 0.02%
362
156
$64K 0.02%
690
157
$64K 0.02%
1,200
158
$62K 0.02%
959
159
$62K 0.02%
1,588
160
$62K 0.02%
1,150
161
$59K 0.02%
2,000
162
$59K 0.02%
1,833
163
$57K 0.02%
850
-5,100
164
$56K 0.02%
2,800
165
$55K 0.02%
1,095
166
$54K 0.02%
6,300
+1,800
167
$54K 0.02%
1,043
168
$53K 0.02%
1,648
+8
169
– –
0
170
$52K 0.02%
2,000
171
$52K 0.02%
600
172
$52K 0.02%
3,234
173
$52K 0.02%
2,000
174
$51K 0.02%
985
175
$51K 0.02%
2,000
5 6
7
8 9