KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.69M
3
+$3.23M
4
LDOS icon
Leidos
LDOS
+$3.18M
5
NEE icon
NextEra Energy
NEE
+$3.15M

Top Sells

1
+$5.17M
2
+$3.94M
3
+$3.93M
4
NKE icon
Nike
NKE
+$3.03M
5
EOG icon
EOG Resources
EOG
+$2.5M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$34K 0.01%
+899
302
$34K 0.01%
271
303
$34K 0.01%
167
304
$31K 0.01%
600
305
$31K 0.01%
337
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306
$31K 0.01%
618
307
$30K 0.01%
663
308
$29K 0.01%
+1,509
309
$29K 0.01%
300
310
$29K 0.01%
800
311
$28K 0.01%
+338
312
$28K 0.01%
824
313
$28K 0.01%
400
314
$28K 0.01%
525
315
$28K 0.01%
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316
$28K 0.01%
+349
317
$27K ﹤0.01%
231
318
$27K ﹤0.01%
+320
319
$27K ﹤0.01%
400
320
$27K ﹤0.01%
854
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321
$26K ﹤0.01%
325
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322
$26K ﹤0.01%
400
323
$26K ﹤0.01%
+1,850
324
$25K ﹤0.01%
50
325
$25K ﹤0.01%
890
11 12
13
14 15