KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.41M
3
+$2.19M
4
KMB icon
Kimberly-Clark
KMB
+$2.01M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.84M

Top Sells

1
+$7.78M
2
+$5.35M
3
+$4.22M
4
PARA
Paramount Global Class B
PARA
+$3.18M
5
NWL icon
Newell Brands
NWL
+$1.36M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$100K 0.03%
570
-300
152
$89K 0.02%
1,500
-474
153
$88K 0.02%
688
-492
154
$87K 0.02%
2,800
155
$85K 0.02%
1,236
156
$83K 0.02%
1,050
157
$82K 0.02%
1,500
158
$80K 0.02%
2,000
-7,566
159
$80K 0.02%
1,013
-1,283
160
$79K 0.02%
1,878
161
$77K 0.02%
1,588
162
$76K 0.02%
625
163
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1,500
164
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537
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165
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203
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166
$74K 0.02%
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167
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168
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169
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170
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171
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172
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2,600
173
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214
174
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359
175
$58K 0.02%
1,000
5 6
7
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