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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$4.41M
3
+$4.29M
4
GNRC icon
Generac Holdings
GNRC
+$4.28M
5
ADP icon
Automatic Data Processing
ADP
+$3.96M

Top Sells

1
+$8.12M
2
+$4.17M
3
+$4.11M
4
NTRS icon
Northern Trust
NTRS
+$2.82M
5
MPLX icon
MPLX
MPLX
+$2.03M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$36K 0.01%
1,497
302
$35K 0.01%
270
303
$35K 0.01%
1,725
304
$35K 0.01%
200
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305
$34K 0.01%
140
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306
$34K 0.01%
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307
$33K 0.01%
104
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308
$33K 0.01%
271
309
$33K 0.01%
410
310
$32K 0.01%
750
311
$32K 0.01%
2,000
312
$31K 0.01%
750
313
$30K 0.01%
+2,500
314
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325
315
$30K 0.01%
150
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316
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317
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319
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320
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$29K 0.01%
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324
$29K 0.01%
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325
$29K 0.01%
2,379
11 12
13
14 15