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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.99M
3
+$2.81M
4
JAH
JARDEN CORPORATION
JAH
+$1.64M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.25M

Top Sells

1
+$5.81M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K 0.01%
275
252
$20K 0.01%
+228
253
$20K 0.01%
300
254
$20K 0.01%
+225
255
$20K 0.01%
240
-130
256
$20K 0.01%
+914
257
$20K 0.01%
83
+14
258
$19K 0.01%
+600
259
$18K 0.01%
300
260
$18K 0.01%
+173
261
$18K 0.01%
+800
262
$18K 0.01%
+341
263
$18K 0.01%
+300
264
$18K 0.01%
700
265
$18K 0.01%
88
266
$17K 0.01%
+361
267
$17K 0.01%
200
268
$17K 0.01%
+560
269
$17K 0.01%
800
270
$17K 0.01%
528
+34
271
$16K ﹤0.01%
+2,190
272
$16K ﹤0.01%
239
-161
273
$16K ﹤0.01%
+151
274
$16K ﹤0.01%
500
275
$16K ﹤0.01%
+496
9 10
11
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