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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.75M
3
+$2.68M
4
EOG icon
EOG Resources
EOG
+$2.6M
5
MS icon
Morgan Stanley
MS
+$1.91M

Top Sells

1
+$5.8M
2
+$4.3M
3
+$3.06M
4
CADE
Cadence Bank
CADE
+$3.03M
5
PAYX icon
Paychex
PAYX
+$2.54M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24K ﹤0.01%
400
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$24K ﹤0.01%
591
-750
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200
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$23K ﹤0.01%
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$23K ﹤0.01%
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+50
307
$21K ﹤0.01%
693
308
$21K ﹤0.01%
307
309
$21K ﹤0.01%
1,500
310
$21K ﹤0.01%
206
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$21K ﹤0.01%
434
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$21K ﹤0.01%
354
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$20K ﹤0.01%
556
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226
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$20K ﹤0.01%
384
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$20K ﹤0.01%
450
-547
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$19K ﹤0.01%
850
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$19K ﹤0.01%
400
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$19K ﹤0.01%
+100
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$19K ﹤0.01%
810
321
$18K ﹤0.01%
430
322
$18K ﹤0.01%
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323
$18K ﹤0.01%
150
324
$18K ﹤0.01%
500
325
$18K ﹤0.01%
686
-223
11 12
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