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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$2.85M
3
+$2.72M
4
VYX icon
NCR Voyix
VYX
+$2.54M
5
FCX icon
Freeport-McMoran
FCX
+$2.4M

Top Sells

1
+$5.94M
2
+$5.19M
3
+$4.22M
4
CBRE icon
CBRE Group
CBRE
+$2.55M
5
TPR icon
Tapestry
TPR
+$2.49M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
824
-1,402
227
$16K 0.01%
300
228
$16K 0.01%
300
229
$15K 0.01%
157
230
$15K 0.01%
700
231
$15K 0.01%
300
232
$15K 0.01%
600
233
$14K ﹤0.01%
1,357
234
$14K ﹤0.01%
+109
235
$14K ﹤0.01%
195
236
$14K ﹤0.01%
150
237
$14K ﹤0.01%
1,170
238
$14K ﹤0.01%
+223
239
$13K ﹤0.01%
750
240
$13K ﹤0.01%
4,160
241
$13K ﹤0.01%
164
242
$12K ﹤0.01%
500
243
$12K ﹤0.01%
+291
244
$12K ﹤0.01%
+400
245
$12K ﹤0.01%
125
246
$12K ﹤0.01%
517
247
$12K ﹤0.01%
+600
248
$12K ﹤0.01%
+418
249
$12K ﹤0.01%
+1,350
250
$12K ﹤0.01%
2,000
8 9
10
11 12