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
201
$69K 0.01%
394
202
$69K 0.01%
1,290
+100
203
$69K 0.01%
1,000
204
$69K 0.01%
685
205
$68K 0.01%
589
206
$68K 0.01%
915
207
$67K 0.01%
1,293
+93
208
$66K 0.01%
839
+559
209
$66K 0.01%
959
210
$65K 0.01%
1,400
211
$65K 0.01%
766
-420
212
$64K 0.01%
750
213
$63K 0.01%
1,365
214
$63K 0.01%
1,005
-63
215
$63K 0.01%
2,270
216
$63K 0.01%
773
+1
217
$63K 0.01%
1,000
218
$61K 0.01%
1,268
219
$60K 0.01%
400
220
$59K 0.01%
+982
221
$59K 0.01%
798
222
$57K 0.01%
+331
223
$57K 0.01%
+658
224
$56K 0.01%
3,520
225
$56K 0.01%
1,341
-762
7 8
9
10 11