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
$370M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.11M
3
+$5.74M
4
DIS icon
Walt Disney
DIS
+$4.94M
5
BA icon
Boeing
BA
+$3.47M

Top Sells

1
+$4.42M
2
+$2.96M
3
+$2.95M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$1.87M

Sector Composition

1 Energy 12.22%
2 Industrials 11.74%
3 Healthcare 9.85%
4 Consumer Staples 9.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K ﹤0.01%
800
302
$16K ﹤0.01%
381
-152
303
$16K ﹤0.01%
+433
304
$16K ﹤0.01%
+217
305
$16K ﹤0.01%
288
+50
306
$16K ﹤0.01%
168
307
$16K ﹤0.01%
150
308
$15K ﹤0.01%
73
309
$15K ﹤0.01%
453
310
$15K ﹤0.01%
+232
311
$15K ﹤0.01%
151
312
$15K ﹤0.01%
600
313
$15K ﹤0.01%
496
314
$15K ﹤0.01%
495
315
$15K ﹤0.01%
210
316
$15K ﹤0.01%
+1,170
317
$14K ﹤0.01%
+708
318
$14K ﹤0.01%
280
-250
319
$14K ﹤0.01%
500
320
$13K ﹤0.01%
+450
321
$13K ﹤0.01%
575
322
$13K ﹤0.01%
561
323
$13K ﹤0.01%
164
324
$12K ﹤0.01%
75
325
$12K ﹤0.01%
1,000
11 12
13
14 15