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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.85M
3
+$1.8M
4
UN
Unilever NV New York Registry Shares
UN
+$1.79M
5
NEE icon
NextEra Energy
NEE
+$1.36M

Top Sells

1
+$5.59M
2
+$4.57M
3
+$3.36M
4
WST icon
West Pharmaceutical
WST
+$3.32M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K ﹤0.01%
474
-1,044
277
$16K ﹤0.01%
898
278
$16K ﹤0.01%
977
279
$16K ﹤0.01%
1,283
280
$16K ﹤0.01%
175
281
$15K ﹤0.01%
356
282
$15K ﹤0.01%
467
283
$15K ﹤0.01%
200
284
$15K ﹤0.01%
232
285
$15K ﹤0.01%
693
286
$15K ﹤0.01%
200
287
$15K ﹤0.01%
106
288
$14K ﹤0.01%
318
289
$14K ﹤0.01%
810
290
$14K ﹤0.01%
+464
291
$14K ﹤0.01%
755
292
$14K ﹤0.01%
207
293
$14K ﹤0.01%
+587
294
$14K ﹤0.01%
340
-345
295
$14K ﹤0.01%
654
+54
296
$14K ﹤0.01%
300
297
$14K ﹤0.01%
1,374
298
$13K ﹤0.01%
206
299
$13K ﹤0.01%
280
300
$13K ﹤0.01%
309
10 11
12
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