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
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.69M
3
+$3.23M
4
LDOS icon
Leidos
LDOS
+$3.18M
5
NEE icon
NextEra Energy
NEE
+$3.15M

Top Sells

1
+$5.17M
2
+$3.94M
3
+$3.93M
4
NKE icon
Nike
NKE
+$3.03M
5
EOG icon
EOG Resources
EOG
+$2.5M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$42K 0.01%
1,546
277
$42K 0.01%
654
278
$42K 0.01%
530
+380
279
$42K 0.01%
250
280
$41K 0.01%
300
281
$41K 0.01%
+834
282
$41K 0.01%
+793
283
$41K 0.01%
800
284
$41K 0.01%
491
285
$40K 0.01%
1,497
286
$40K 0.01%
246
287
$39K 0.01%
+443
288
$39K 0.01%
518
289
$39K 0.01%
248
290
$39K 0.01%
140
291
$38K 0.01%
8,610
+10
292
$37K 0.01%
400
293
$36K 0.01%
+200
294
$36K 0.01%
441
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295
$35K 0.01%
270
296
$35K 0.01%
1,877
297
$35K 0.01%
273
298
$35K 0.01%
750
299
$35K 0.01%
+991
300
$35K 0.01%
1,000
10 11
12
13 14