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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.59M
3
+$5.63M
4
AMZN icon
Amazon
AMZN
+$3.91M
5
GS icon
Goldman Sachs
GS
+$3.68M

Top Sells

1
+$5.29M
2
+$2.75M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.29M
5
KMB icon
Kimberly-Clark
KMB
+$1.69M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K 0.01%
1,000
252
$24K 0.01%
931
253
$24K 0.01%
400
254
$23K 0.01%
849
255
$23K 0.01%
200
256
$23K 0.01%
+1,507
257
$22K 0.01%
300
258
$22K 0.01%
693
259
$22K 0.01%
225
-75
260
$22K 0.01%
4,160
261
$22K 0.01%
3,000
262
$21K 0.01%
264
263
$21K 0.01%
128
264
$21K 0.01%
824
265
$20K ﹤0.01%
+750
266
$20K ﹤0.01%
307
267
$20K ﹤0.01%
654
268
$19K ﹤0.01%
350
269
$19K ﹤0.01%
200
270
$19K ﹤0.01%
82
271
$19K ﹤0.01%
200
272
$18K ﹤0.01%
314
273
$18K ﹤0.01%
150
274
$18K ﹤0.01%
850
275
$17K ﹤0.01%
381
9 10
11
12 13