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
151
$255K 0.03%
1,708
+1,421
152
$253K 0.03%
6,189
153
$252K 0.03%
4,178
+308
154
$246K 0.03%
7,171
+214
155
$245K 0.03%
4,510
156
$243K 0.03%
745
157
$239K 0.03%
4,000
158
$234K 0.03%
692
+72
159
$233K 0.03%
5,906
+860
160
$232K 0.03%
8,952
161
$231K 0.03%
1,156
+21
162
$230K 0.03%
8,400
163
$228K 0.03%
2,104
164
$227K 0.03%
6,235
165
$226K 0.03%
12,930
166
$225K 0.03%
15,950
167
$223K 0.03%
2,000
+1,000
168
$216K 0.03%
949
169
$216K 0.03%
1,330
170
$209K 0.03%
13,250
-2,848
171
$208K 0.03%
1,000
172
$207K 0.03%
19,233
-2,045
173
$205K 0.03%
7,535
174
$204K 0.03%
2,600
175
$202K 0.03%
5,641
+1,700
5 6
7
8 9