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
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.92M
3
+$2.84M
4
BDX icon
Becton Dickinson
BDX
+$2.81M
5
AME icon
Ametek
AME
+$2.4M

Top Sells

1
+$3.46M
2
+$3.45M
3
+$2.96M
4
KMB icon
Kimberly-Clark
KMB
+$2.75M
5
PAYX icon
Paychex
PAYX
+$1.7M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K ﹤0.01%
+6,000
327
$15K ﹤0.01%
+750
328
$15K ﹤0.01%
+338
329
$15K ﹤0.01%
1,000
330
$15K ﹤0.01%
1,347
331
$15K ﹤0.01%
1,195
332
$15K ﹤0.01%
314
333
$15K ﹤0.01%
675
334
$14K ﹤0.01%
+500
335
$13K ﹤0.01%
383
-2,395
336
$13K ﹤0.01%
400
337
$13K ﹤0.01%
+500
338
$13K ﹤0.01%
375
339
$13K ﹤0.01%
340
340
$13K ﹤0.01%
+174
341
$13K ﹤0.01%
456
342
$13K ﹤0.01%
407
343
$13K ﹤0.01%
+380
344
$12K ﹤0.01%
+700
345
$12K ﹤0.01%
103
346
$12K ﹤0.01%
100
347
$12K ﹤0.01%
+2,000
348
$12K ﹤0.01%
200
349
$12K ﹤0.01%
+1,000
350
$11K ﹤0.01%
+1,357
12 13
14
15 16