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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.92M
3
+$2.84M
4
BDX icon
Becton Dickinson
BDX
+$2.81M
5
AME icon
Ametek
AME
+$2.4M

Top Sells

1
+$3.46M
2
+$3.45M
3
+$2.96M
4
KMB icon
Kimberly-Clark
KMB
+$2.75M
5
PAYX icon
Paychex
PAYX
+$1.7M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.01%
566
-1,334
277
$25K 0.01%
127
-95
278
$24K 0.01%
300
279
$24K 0.01%
466
280
$24K 0.01%
82
281
$24K 0.01%
307
282
$24K 0.01%
375
283
$24K 0.01%
370
-338
284
$23K 0.01%
475
285
$23K 0.01%
207
286
$23K 0.01%
1,000
287
$23K 0.01%
123
288
$23K 0.01%
434
289
$23K 0.01%
202
290
$23K 0.01%
1,000
291
$22K ﹤0.01%
824
292
$22K ﹤0.01%
693
293
$22K ﹤0.01%
300
294
$21K ﹤0.01%
467
295
$21K ﹤0.01%
810
296
$21K ﹤0.01%
200
297
$21K ﹤0.01%
850
298
$21K ﹤0.01%
+500
299
$21K ﹤0.01%
400
300
$21K ﹤0.01%
384
10 11
12
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