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
$1.01B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.31M
3
+$5.37M
4
UNH icon
UnitedHealth
UNH
+$5.2M
5
QCOM icon
Qualcomm
QCOM
+$3.14M

Top Sells

1
+$9.42M
2
+$8.64M
3
+$5.33M
4
CAG icon
Conagra Brands
CAG
+$4.67M
5
LDOS icon
Leidos
LDOS
+$4.36M

Sector Composition

1 Technology 18.2%
2 Financials 12.51%
3 Industrials 10.21%
4 Consumer Discretionary 9.89%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$47K ﹤0.01%
1,259
-132,035
327
$47K ﹤0.01%
1,466
+1,040
328
$47K ﹤0.01%
660
-165
329
$46K ﹤0.01%
518
330
$46K ﹤0.01%
+1,032
331
$45K ﹤0.01%
960
332
$44K ﹤0.01%
1,736
-30
333
$44K ﹤0.01%
1,132
+432
334
$44K ﹤0.01%
1,000
335
$44K ﹤0.01%
750
336
$44K ﹤0.01%
1,666
-623
337
$43K ﹤0.01%
306
338
$43K ﹤0.01%
964
-9
339
$43K ﹤0.01%
403
340
$43K ﹤0.01%
1,104
341
$42K ﹤0.01%
574
-1,675
342
$42K ﹤0.01%
694
343
$41K ﹤0.01%
273
344
$40K ﹤0.01%
1,546
-10
345
$40K ﹤0.01%
206
346
$40K ﹤0.01%
1,312
347
$40K ﹤0.01%
+456
348
$40K ﹤0.01%
+524
349
$39K ﹤0.01%
899
350
$39K ﹤0.01%
1,190
12 13
14
15 16