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
201
$142K 0.02%
10,000
202
$139K 0.02%
502
203
$138K 0.02%
245
204
$137K 0.02%
1,588
205
$137K 0.02%
+505
206
$133K 0.02%
3,094
+2,294
207
$133K 0.02%
8,478
208
$131K 0.02%
3,750
-941
209
$131K 0.02%
4,800
210
$131K 0.02%
3,576
-260
211
$130K 0.02%
1,720
212
$130K 0.02%
1,799
213
$128K 0.02%
2,540
214
$127K 0.02%
2,035
+1,775
215
$126K 0.02%
+1,350
216
$125K 0.02%
1,975
+1,468
217
$124K 0.02%
1,150
+1,000
218
$123K 0.02%
1,415
219
$119K 0.01%
809
220
$118K 0.01%
5,000
221
$118K 0.01%
105,000
222
$117K 0.01%
550
223
$117K 0.01%
2,240
224
$110K 0.01%
10,456
225
$110K 0.01%
3,733
+217
7 8
9
10 11