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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$3.74M
3
+$3.69M
4
HBI
Hanesbrands
HBI
+$2.05M
5
BA icon
Boeing
BA
+$1.31M

Top Sells

1
+$9.53M
2
+$4.27M
3
+$2.21M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.07M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16K ﹤0.01%
600
327
$16K ﹤0.01%
200
-200
328
$16K ﹤0.01%
+175
329
$15K ﹤0.01%
232
330
$15K ﹤0.01%
947
331
$15K ﹤0.01%
150
332
$15K ﹤0.01%
1,170
333
$15K ﹤0.01%
850
334
$15K ﹤0.01%
1,000
335
$15K ﹤0.01%
508
336
$14K ﹤0.01%
207
-253
337
$14K ﹤0.01%
200
338
$14K ﹤0.01%
500
339
$14K ﹤0.01%
+898
340
$14K ﹤0.01%
356
341
$13K ﹤0.01%
450
342
$13K ﹤0.01%
1,195
343
$13K ﹤0.01%
600
344
$13K ﹤0.01%
171
345
$13K ﹤0.01%
496
346
$13K ﹤0.01%
+103
347
$13K ﹤0.01%
381
348
$13K ﹤0.01%
467
349
$13K ﹤0.01%
520
350
$12K ﹤0.01%
300
12 13
14
15 16