KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+5.06%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$260M
AUM Growth
+$13.9M
(+5.7%)
Cap. Flow
+$4.99M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
29.75%
Holding
277
New
15
Increased
66
Reduced
34
Closed
16
Top Buys
| 1 |
Groupon
GRPN
|
$2.99M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$1.99M |
| 3 |
Pfizer
PFE
|
$1.81M |
| 4 |
Philip Morris
PM
|
$1.58M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
$1.49M |
Top Sells
| 1 |
CVS Health
CVS
|
$5.02M |
| 2 |
Darden Restaurants
DRI
|
$4.54M |
| 3 |
Las Vegas Sands
LVS
|
$1.33M |
| 4 |
Sally Beauty Holdings
SBH
|
$1.29M |
| 5 |
Blackstone
BX
|
$1.05M |
Sector Composition
| 1 | Energy | 14.55% |
| 2 | Consumer Staples | 13.15% |
| 3 | Consumer Discretionary | 9.38% |
| 4 | Real Estate | 9.06% |
| 5 | Technology | 8.32% |
