KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
-$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.41M
3
+$2.07M
4
TSS
Total System Services, Inc.
TSS
+$1.95M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.5M

Top Sells

1
+$6.61M
2
+$3.67M
3
+$3.08M
4
MS icon
Morgan Stanley
MS
+$2.53M
5
USPH icon
US Physical Therapy
USPH
+$2.15M

Sector Composition

1 Financials 14.1%
2 Healthcare 13.26%
3 Industrials 13.26%
4 Technology 12.91%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28K 0.01%
125
277
$28K 0.01%
663
-1
278
$28K 0.01%
202
279
$27K 0.01%
824
280
$27K 0.01%
525
281
$27K 0.01%
618
-88
282
$27K 0.01%
285
283
$26K 0.01%
1,877
-2,814
284
$26K 0.01%
140
285
$26K 0.01%
236
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286
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+120
287
$26K 0.01%
786
288
$26K 0.01%
400
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289
$25K 0.01%
525
290
$25K 0.01%
400
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291
$25K 0.01%
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292
$25K 0.01%
300
293
$25K 0.01%
1,000
294
$24K 0.01%
400
295
$24K 0.01%
465
296
$23K 0.01%
206
297
$23K 0.01%
698
298
$23K 0.01%
375
299
$22K ﹤0.01%
1,180
-3,930
300
$22K ﹤0.01%
300
10 11
12
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