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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.75M
3
+$2.68M
4
EOG icon
EOG Resources
EOG
+$2.6M
5
MS icon
Morgan Stanley
MS
+$1.91M

Top Sells

1
+$5.8M
2
+$4.3M
3
+$3.06M
4
CADE
Cadence Bank
CADE
+$3.03M
5
PAYX icon
Paychex
PAYX
+$2.54M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43K 0.01%
1,008
252
$43K 0.01%
300
-100
253
$43K 0.01%
891
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254
$43K 0.01%
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255
$42K 0.01%
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256
$42K 0.01%
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257
$42K 0.01%
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258
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259
$41K 0.01%
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260
$41K 0.01%
240
261
$40K 0.01%
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262
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518
263
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$36K 0.01%
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$35K 0.01%
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270
275
$32K 0.01%
200
9 10
11
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