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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.24M
3
+$3.2M
4
CRL icon
Charles River Laboratories
CRL
+$3.15M
5
AMZN icon
Amazon
AMZN
+$2.83M

Top Sells

1
+$6.71M
2
+$5.3M
3
+$907K
4
NLY icon
Annaly Capital Management
NLY
+$336K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$309K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$46K 0.01%
746
302
$45K 0.01%
+1,286
303
$44K 0.01%
1,060
304
$44K 0.01%
+1,004
305
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306
$43K 0.01%
430
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307
$43K 0.01%
654
308
$42K 0.01%
443
309
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310
$42K 0.01%
282
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311
$42K 0.01%
250
312
$41K 0.01%
1,877
313
$41K 0.01%
991
314
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2,028
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315
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450
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316
$40K 0.01%
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317
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400
318
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320
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322
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518
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324
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325
$37K 0.01%
+1,350
11 12
13
14 15