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
$330M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.9M
3
+$2.8M
4
LAD icon
Lithia Motors
LAD
+$2.45M
5
MGM icon
MGM Resorts International
MGM
+$1.47M

Top Sells

1
+$9.95M
2
+$4.83M
3
+$3.16M
4
DAL icon
Delta Air Lines
DAL
+$1.35M
5
MDT icon
Medtronic
MDT
+$1.27M

Sector Composition

1 Energy 13.98%
2 Industrials 10.45%
3 Healthcare 10.09%
4 Consumer Discretionary 9.47%
5 Technology 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K ﹤0.01%
300
277
$15K ﹤0.01%
73
278
$15K ﹤0.01%
+579
279
$15K ﹤0.01%
168
280
$15K ﹤0.01%
1,170
281
$15K ﹤0.01%
700
282
$14K ﹤0.01%
453
283
$14K ﹤0.01%
206
284
$14K ﹤0.01%
150
-225
285
$14K ﹤0.01%
496
286
$14K ﹤0.01%
495
287
$14K ﹤0.01%
405
288
$14K ﹤0.01%
211
289
$14K ﹤0.01%
210
290
$13K ﹤0.01%
1,000
291
$13K ﹤0.01%
600
292
$13K ﹤0.01%
+567
293
$13K ﹤0.01%
500
294
$13K ﹤0.01%
575
295
$13K ﹤0.01%
504
296
$13K ﹤0.01%
561
297
$12K ﹤0.01%
125
298
$12K ﹤0.01%
517
299
$12K ﹤0.01%
238
+2
300
$12K ﹤0.01%
492
10 11
12
13 14