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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$4.41M
3
+$4.29M
4
GNRC icon
Generac Holdings
GNRC
+$4.28M
5
ADP icon
Automatic Data Processing
ADP
+$3.96M

Top Sells

1
+$8.12M
2
+$4.17M
3
+$4.11M
4
NTRS icon
Northern Trust
NTRS
+$2.82M
5
MPLX icon
MPLX
MPLX
+$2.03M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$49K 0.01%
1,103
-2,138
277
$48K 0.01%
2,000
-2,600
278
$48K 0.01%
1,000
279
$47K 0.01%
1,621
-25
280
$45K 0.01%
400
-67
281
$45K 0.01%
1,500
282
$45K 0.01%
1,005
283
$44K 0.01%
247
-1
284
$42K 0.01%
766
285
$42K 0.01%
266
286
$42K 0.01%
1,524
287
$41K 0.01%
500
288
$41K 0.01%
1,326
289
$41K 0.01%
1,731
290
$40K 0.01%
860
291
$40K 0.01%
400
292
$40K 0.01%
5,501
293
$39K 0.01%
80
-20
294
$39K 0.01%
500
295
$39K 0.01%
520
-780
296
$39K 0.01%
350
+200
297
$39K 0.01%
1,104
298
$37K 0.01%
306
+158
299
$37K 0.01%
430
300
$36K 0.01%
600
10 11
12
13 14