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
$370M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.11M
3
+$5.74M
4
DIS icon
Walt Disney
DIS
+$4.94M
5
BA icon
Boeing
BA
+$3.47M

Top Sells

1
+$4.42M
2
+$2.96M
3
+$2.95M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$1.87M

Sector Composition

1 Energy 12.22%
2 Industrials 11.74%
3 Healthcare 9.85%
4 Consumer Staples 9.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29K 0.01%
+1,384
252
$29K 0.01%
400
253
$28K 0.01%
292
254
$28K 0.01%
250
255
$28K 0.01%
+153
256
$27K 0.01%
510
257
$27K 0.01%
246
258
$27K 0.01%
+224
259
$27K 0.01%
217
260
$27K 0.01%
1,110
261
$26K 0.01%
+756
262
$26K 0.01%
200
263
$26K 0.01%
+379
264
$26K 0.01%
960
265
$26K 0.01%
72
266
$26K 0.01%
361
267
$25K 0.01%
693
268
$25K 0.01%
255
269
$25K 0.01%
372
270
$24K 0.01%
253
271
$24K 0.01%
+1,096
272
$24K 0.01%
904
273
$24K 0.01%
508
274
$23K 0.01%
+572
275
$23K 0.01%
240
9 10
11
12 13