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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.37M
3
+$3.88M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
PAYX icon
Paychex
PAYX
+$1.17M

Top Sells

1
+$9.39M
2
+$4.67M
3
+$3.31M
4
COP icon
ConocoPhillips
COP
+$3.08M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.02M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
1,012
-30,388
227
$29K 0.01%
292
228
$29K 0.01%
148
229
$29K 0.01%
685
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230
$28K 0.01%
1,400
231
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250
232
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325
233
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234
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587
235
$27K 0.01%
246
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291
+24
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636
238
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640
239
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525
240
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243
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$23K 0.01%
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10
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