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
-$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.68M
3
+$2.13M
4
TSS
Total System Services, Inc.
TSS
+$2.12M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.52M

Top Sells

1
+$6.61M
2
+$4.6M
3
+$4.16M
4
MS icon
Morgan Stanley
MS
+$2.78M
5
USPH icon
US Physical Therapy
USPH
+$2.15M

Sector Composition

1 Financials 14.1%
2 Healthcare 13.26%
3 Industrials 13.26%
4 Technology 12.91%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K ﹤0.01%
+1,249
327
$15K ﹤0.01%
372
-219
328
$15K ﹤0.01%
4,560
+280
329
$15K ﹤0.01%
1,070
330
$14K ﹤0.01%
530
331
$14K ﹤0.01%
173
-786
332
$13K ﹤0.01%
1,170
333
$12K ﹤0.01%
160
334
$12K ﹤0.01%
+100
335
$12K ﹤0.01%
875
336
$12K ﹤0.01%
360
337
$12K ﹤0.01%
100
-8
338
$12K ﹤0.01%
136
-325
339
$12K ﹤0.01%
434
340
$11K ﹤0.01%
340
341
$11K ﹤0.01%
314
342
$11K ﹤0.01%
500
343
$11K ﹤0.01%
426
344
$11K ﹤0.01%
407
345
$11K ﹤0.01%
1,000
346
$10K ﹤0.01%
1,000
347
$10K ﹤0.01%
289
348
$10K ﹤0.01%
282
349
$10K ﹤0.01%
103
350
– –
-14,478
12 13
14
15 16