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
$330M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.9M
3
+$2.8M
4
LAD icon
Lithia Motors
LAD
+$2.45M
5
MGM icon
MGM Resorts International
MGM
+$1.47M

Top Sells

1
+$9.95M
2
+$4.83M
3
+$3.16M
4
DAL icon
Delta Air Lines
DAL
+$1.35M
5
MDT icon
Medtronic
MDT
+$1.27M

Sector Composition

1 Energy 13.98%
2 Industrials 10.45%
3 Healthcare 10.09%
4 Consumer Discretionary 9.47%
5 Technology 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K 0.01%
173
252
$19K 0.01%
914
253
$19K 0.01%
2,190
254
$19K 0.01%
228
255
$19K 0.01%
300
256
$19K 0.01%
550
257
$19K 0.01%
240
258
$19K 0.01%
250
259
$18K 0.01%
+679
260
$18K 0.01%
528
261
$17K 0.01%
341
262
$17K 0.01%
300
263
$17K 0.01%
700
264
$17K 0.01%
400
265
$17K 0.01%
500
266
$17K 0.01%
106
267
$17K 0.01%
156
268
$17K 0.01%
372
269
$17K 0.01%
151
270
$17K 0.01%
800
271
$17K 0.01%
560
272
$16K ﹤0.01%
+375
273
$16K ﹤0.01%
600
274
$16K ﹤0.01%
4,160
275
$16K ﹤0.01%
200
9 10
11
12 13