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
176
$57K 0.02%
589
177
$57K 0.02%
1,303
178
$57K 0.02%
1,736
179
$53K 0.01%
1,546
180
$52K 0.01%
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181
$50K 0.01%
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182
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183
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390
184
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500
185
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186
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187
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188
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189
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191
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192
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193
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194
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196
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198
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199
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