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
151
$175K 0.04%
7,535
152
$168K 0.03%
1,143
153
$160K 0.03%
295
154
$157K 0.03%
2,699
155
$147K 0.03%
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156
$147K 0.03%
687
157
$144K 0.03%
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158
$137K 0.03%
570
159
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3,000
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160
$135K 0.03%
949
161
$134K 0.03%
5,092
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162
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3,031
163
$126K 0.03%
6,786
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164
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769
165
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166
$123K 0.02%
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167
$122K 0.02%
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168
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169
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170
$113K 0.02%
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171
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660
172
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173
$110K 0.02%
2,460
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174
$108K 0.02%
347
175
$106K 0.02%
685
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5 6
7
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