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
176
$101K 0.02%
5,110
177
$99K 0.02%
1,710
178
$98K 0.02%
1,588
179
$95K 0.02%
588
+408
180
$95K 0.02%
648
181
$91K 0.02%
1,500
182
$89K 0.02%
1,500
183
$89K 0.02%
1,696
184
$88K 0.02%
648
185
$87K 0.02%
1,280
186
$87K 0.02%
643
+193
187
$87K 0.02%
1,323
188
$84K 0.02%
2,632
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189
$83K 0.02%
4,907
190
$83K 0.02%
1,082
+1
191
$78K 0.02%
4,691
192
$78K 0.02%
1,202
193
$77K 0.02%
664
194
$76K 0.02%
1,134
-1,000
195
$75K 0.02%
300
196
$74K 0.01%
212
197
$73K 0.01%
2,055
198
$73K 0.01%
1,500
199
$71K 0.01%
845
200
$71K 0.01%
+1,402
6 7
8
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