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
251
$12K ﹤0.01%
+210
252
$11K ﹤0.01%
+200
253
$11K ﹤0.01%
700
254
$11K ﹤0.01%
+493
255
$11K ﹤0.01%
+410
256
$11K ﹤0.01%
+252
257
$11K ﹤0.01%
400
258
$11K ﹤0.01%
+601
259
$10K ﹤0.01%
+224
260
$10K ﹤0.01%
75
261
$10K ﹤0.01%
+206
262
$10K ﹤0.01%
+136
263
$10K ﹤0.01%
+200
264
$10K ﹤0.01%
256
265
$8K ﹤0.01%
+100
266
$4K ﹤0.01%
+99
267
$4K ﹤0.01%
+187
268
– –
-490
269
– –
-1,699
270
– –
-11,822
271
– –
-345
272
– –
-110,428
273
– –
-625
274
– –
-500
275
– –
-29,619
8 9 10
11
12