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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$4.41M
3
+$4.29M
4
GNRC icon
Generac Holdings
GNRC
+$4.28M
5
ADP icon
Automatic Data Processing
ADP
+$3.96M

Top Sells

1
+$8.12M
2
+$4.17M
3
+$4.11M
4
NTRS icon
Northern Trust
NTRS
+$2.82M
5
MPLX icon
MPLX
MPLX
+$2.03M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$81K 0.01%
1,236
+100
227
$81K 0.01%
6,292
+28
228
$80K 0.01%
2,295
+900
229
$78K 0.01%
3,875
230
$78K 0.01%
502
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231
$77K 0.01%
3,962
-500
232
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+1,000
233
$77K 0.01%
643
234
$75K 0.01%
2,064
235
$74K 0.01%
410
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236
$71K 0.01%
885
237
$71K 0.01%
+1,806
238
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1,244
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239
$70K 0.01%
589
240
$70K 0.01%
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241
$69K 0.01%
570
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242
$68K 0.01%
480
243
$67K 0.01%
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245
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246
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5,000
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247
$64K 0.01%
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248
$63K 0.01%
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249
$63K 0.01%
920
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250
$63K 0.01%
+999
8 9
10
11 12