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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$4.41M
3
+$4.29M
4
GNRC icon
Generac Holdings
GNRC
+$4.28M
5
ADP icon
Automatic Data Processing
ADP
+$3.96M

Top Sells

1
+$8.12M
2
+$4.17M
3
+$4.11M
4
NTRS icon
Northern Trust
NTRS
+$2.82M
5
MPLX icon
MPLX
MPLX
+$2.03M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28K 0.01%
250
-285
327
$28K 0.01%
2,000
328
$28K 0.01%
793
329
$28K 0.01%
1,145
330
$27K ﹤0.01%
79
331
$27K ﹤0.01%
5,000
+2,000
332
$27K ﹤0.01%
1,400
333
$27K ﹤0.01%
273
334
$27K ﹤0.01%
1,736
-400
335
$27K ﹤0.01%
518
336
$27K ﹤0.01%
320
337
$27K ﹤0.01%
229
338
$26K ﹤0.01%
1,776
-2,258
339
$26K ﹤0.01%
518
340
$26K ﹤0.01%
696
341
$26K ﹤0.01%
1,546
342
$26K ﹤0.01%
800
343
$26K ﹤0.01%
300
344
$25K ﹤0.01%
18,440
345
$25K ﹤0.01%
300
346
$24K ﹤0.01%
1,920
347
$24K ﹤0.01%
+648
348
$24K ﹤0.01%
+755
349
$24K ﹤0.01%
654
350
$24K ﹤0.01%
1,699
-60
12 13
14
15 16