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
$448M
AUM Growth
-$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.68M
3
+$2.13M
4
TSS
Total System Services, Inc.
TSS
+$2.12M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.52M

Top Sells

1
+$6.61M
2
+$4.6M
3
+$4.16M
4
MS icon
Morgan Stanley
MS
+$2.78M
5
USPH icon
US Physical Therapy
USPH
+$2.15M

Sector Composition

1 Financials 14.1%
2 Healthcare 13.26%
3 Industrials 13.26%
4 Technology 12.91%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21K ﹤0.01%
226
302
$21K ﹤0.01%
467
303
$20K ﹤0.01%
200
304
$20K ﹤0.01%
450
305
$20K ﹤0.01%
250
-56
306
$20K ﹤0.01%
127
307
$20K ﹤0.01%
1,300
308
$19K ﹤0.01%
1,000
309
$19K ﹤0.01%
+150
310
$18K ﹤0.01%
+1,469
311
$18K ﹤0.01%
200
312
$18K ﹤0.01%
50
313
$18K ﹤0.01%
150
314
$18K ﹤0.01%
354
315
$17K ﹤0.01%
384
316
$17K ﹤0.01%
400
317
$16K ﹤0.01%
100
318
$16K ﹤0.01%
637
319
$16K ﹤0.01%
500
320
$16K ﹤0.01%
693
321
$16K ﹤0.01%
810
322
$16K ﹤0.01%
450
323
$16K ﹤0.01%
850
324
$16K ﹤0.01%
556
325
$15K ﹤0.01%
360
11 12
13
14 15