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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.37M
3
+$3.88M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
PAYX icon
Paychex
PAYX
+$1.17M

Top Sells

1
+$9.39M
2
+$4.67M
3
+$3.31M
4
COP icon
ConocoPhillips
COP
+$3.08M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.02M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K 0.01%
395
-164
252
$23K 0.01%
654
253
$23K 0.01%
200
254
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453
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255
$21K 0.01%
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$21K 0.01%
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$21K 0.01%
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258
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259
$20K 0.01%
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260
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-4,288
261
$20K 0.01%
401
262
$20K 0.01%
1,374
263
$19K ﹤0.01%
699
264
$19K ﹤0.01%
2,000
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265
$19K ﹤0.01%
1,283
266
$19K ﹤0.01%
4,160
267
$19K ﹤0.01%
525
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$18K ﹤0.01%
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150
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425
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271
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225
272
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+1,160
273
$17K ﹤0.01%
325
274
$17K ﹤0.01%
600
275
$17K ﹤0.01%
200
9 10
11
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