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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$2.85M
3
+$2.72M
4
VYX icon
NCR Voyix
VYX
+$2.54M
5
FCX icon
Freeport-McMoran
FCX
+$2.4M

Top Sells

1
+$5.94M
2
+$5.19M
3
+$4.22M
4
CBRE icon
CBRE Group
CBRE
+$2.55M
5
TPR icon
Tapestry
TPR
+$2.49M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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277
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-8,847
278
$0 ﹤0.01%
+50
279
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-2,000
280
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-2,400
281
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0
282
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-28,574
283
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-1,000
284
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285
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-900
286
– –
-169,700
287
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-10,000
288
– –
-4,795
8 9 10 11
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