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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$3.74M
3
+$3.69M
4
HBI
Hanesbrands
HBI
+$2.05M
5
BA icon
Boeing
BA
+$1.31M

Top Sells

1
+$9.53M
2
+$4.27M
3
+$2.21M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.07M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23K 0.01%
931
302
$22K 0.01%
867
303
$22K 0.01%
1,283
+722
304
$21K 0.01%
636
-1,824
305
$21K 0.01%
243
306
$20K 0.01%
+350
307
$20K 0.01%
+543
308
$20K 0.01%
300
-1,500
309
$20K 0.01%
200
310
$20K 0.01%
+636
311
$19K 0.01%
400
312
$19K 0.01%
700
313
$19K 0.01%
+1,540
314
$19K 0.01%
778
315
$19K 0.01%
450
316
$19K 0.01%
458
317
$18K ﹤0.01%
214
318
$18K ﹤0.01%
325
319
$18K ﹤0.01%
1,374
320
$17K ﹤0.01%
824
321
$17K ﹤0.01%
4,160
322
$17K ﹤0.01%
180
323
$17K ﹤0.01%
300
324
$16K ﹤0.01%
+810
325
$16K ﹤0.01%
225
11 12
13
14 15