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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.59M
3
+$5.63M
4
AMZN icon
Amazon
AMZN
+$3.91M
5
GS icon
Goldman Sachs
GS
+$3.68M

Top Sells

1
+$5.29M
2
+$2.75M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.29M
5
KMB icon
Kimberly-Clark
KMB
+$1.69M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
110
302
$11K ﹤0.01%
407
303
$10K ﹤0.01%
103
304
$10K ﹤0.01%
1,000
305
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