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
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.35M
3
+$3.06M
4
NEE icon
NextEra Energy
NEE
+$3.03M
5
LDOS icon
Leidos
LDOS
+$2.91M

Top Sells

1
+$5.17M
2
+$4.14M
3
+$3.74M
4
NKE icon
Nike
NKE
+$3.04M
5
EOG icon
EOG Resources
EOG
+$2.53M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$25K ﹤0.01%
890
327
$25K ﹤0.01%
250
328
$25K ﹤0.01%
206
329
$25K ﹤0.01%
450
330
$24K ﹤0.01%
+383
331
$24K ﹤0.01%
+3,000
332
$24K ﹤0.01%
+518
333
$24K ﹤0.01%
200
334
$24K ﹤0.01%
+325
335
$23K ﹤0.01%
+770
336
$23K ﹤0.01%
+986
337
$23K ﹤0.01%
556
338
$22K ﹤0.01%
1,000
339
$22K ﹤0.01%
+144
340
$22K ﹤0.01%
+1,750
341
$22K ﹤0.01%
+440
342
$22K ﹤0.01%
200
343
$22K ﹤0.01%
150
344
$21K ﹤0.01%
163
345
$21K ﹤0.01%
+2,352
346
$21K ﹤0.01%
416
+41
347
$20K ﹤0.01%
+300
348
$20K ﹤0.01%
466
349
$20K ﹤0.01%
500
350
$20K ﹤0.01%
+318
12 13
14
15 16