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
$1.01B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.31M
3
+$5.37M
4
UNH icon
UnitedHealth
UNH
+$5.2M
5
QCOM icon
Qualcomm
QCOM
+$3.14M

Top Sells

1
+$9.42M
2
+$8.64M
3
+$5.33M
4
CAG icon
Conagra Brands
CAG
+$4.67M
5
LDOS icon
Leidos
LDOS
+$4.36M

Sector Composition

1 Technology 18.2%
2 Financials 12.51%
3 Industrials 10.21%
4 Consumer Discretionary 9.89%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$131K 0.01%
2,046
227
$130K 0.01%
809
228
$122K 0.01%
1,168
229
$120K 0.01%
+335
230
$119K 0.01%
1,000
+300
231
$118K 0.01%
1,000
232
$117K 0.01%
1,800
233
$117K 0.01%
524
234
$117K 0.01%
1,925
235
$117K 0.01%
4,000
-13,500
236
$116K 0.01%
2,095
-1,000
237
$115K 0.01%
1,280
238
$114K 0.01%
+4,905
239
$113K 0.01%
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240
$112K 0.01%
1,220
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241
$109K 0.01%
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242
$108K 0.01%
200
243
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244
$107K 0.01%
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245
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246
$106K 0.01%
999
247
$106K 0.01%
589
248
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882
249
$105K 0.01%
378
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250
$104K 0.01%
1,236
8 9
10
11 12