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
$448M
AUM Growth
-$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.41M
3
+$2.07M
4
TSS
Total System Services, Inc.
TSS
+$1.95M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.5M

Top Sells

1
+$6.61M
2
+$3.67M
3
+$3.08M
4
MS icon
Morgan Stanley
MS
+$2.53M
5
USPH icon
US Physical Therapy
USPH
+$2.15M

Sector Composition

1 Financials 14.1%
2 Healthcare 13.26%
3 Industrials 13.26%
4 Technology 12.91%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.01%
+248
227
$47K 0.01%
924
228
$47K 0.01%
901
-19
229
$47K 0.01%
1,000
230
$47K 0.01%
1,082
-84,546
231
$46K 0.01%
700
232
$46K 0.01%
860
233
$46K 0.01%
2,070
+1,245
234
$44K 0.01%
+650
235
$44K 0.01%
+650
236
$43K 0.01%
+1,500
237
$43K 0.01%
1,005
238
$43K 0.01%
1,053
+112
239
$43K 0.01%
8,600
240
$42K 0.01%
200
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241
$42K 0.01%
636
242
$42K 0.01%
744
-1,955
243
$40K 0.01%
1,008
244
$40K 0.01%
746
245
$39K 0.01%
749
246
$39K 0.01%
300
247
$39K 0.01%
615
248
$38K 0.01%
240
249
$37K 0.01%
231
250
$37K 0.01%
650
8 9
10
11 12