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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.75M
3
+$2.68M
4
EOG icon
EOG Resources
EOG
+$2.6M
5
MS icon
Morgan Stanley
MS
+$1.91M

Top Sells

1
+$5.8M
2
+$4.3M
3
+$3.06M
4
CADE
Cadence Bank
CADE
+$3.03M
5
PAYX icon
Paychex
PAYX
+$2.54M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17K ﹤0.01%
+1,070
327
$16K ﹤0.01%
100
328
$16K ﹤0.01%
530
329
$16K ﹤0.01%
314
330
$15K ﹤0.01%
100
331
$15K ﹤0.01%
400
332
$15K ﹤0.01%
600
333
$15K ﹤0.01%
675
334
$15K ﹤0.01%
1,000
335
$15K ﹤0.01%
1,000
336
$15K ﹤0.01%
500
-2,132
337
$14K ﹤0.01%
460
338
$14K ﹤0.01%
340
339
$14K ﹤0.01%
1,170
340
$14K ﹤0.01%
250
341
$14K ﹤0.01%
169
342
$14K ﹤0.01%
388
343
$14K ﹤0.01%
430
344
$14K ﹤0.01%
407
345
$14K ﹤0.01%
380
346
$13K ﹤0.01%
360
347
$13K ﹤0.01%
360
348
$13K ﹤0.01%
1,000
349
$13K ﹤0.01%
458
350
$13K ﹤0.01%
160
12 13
14
15 16