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
$476M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.03M
3
+$1.71M
4
CVX icon
Chevron
CVX
+$1.29M
5
NTRS icon
Northern Trust
NTRS
+$1.2M

Top Sells

1
+$3.93M
2
+$3.22M
3
+$1.71M
4
XOM icon
Exxon Mobil
XOM
+$1.58M
5
CVS icon
CVS Health
CVS
+$1.18M

Sector Composition

1 Industrials 13.79%
2 Financials 12.89%
3 Technology 11.06%
4 Healthcare 10.51%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
931
352
$12K ﹤0.01%
1,357
353
$12K ﹤0.01%
215
-644
354
$12K ﹤0.01%
100
-150
355
$12K ﹤0.01%
183
-1,302
356
$12K ﹤0.01%
103
357
$12K ﹤0.01%
1,000
358
$12K ﹤0.01%
407
359
$11K ﹤0.01%
424
+2
360
$11K ﹤0.01%
+393
361
$11K ﹤0.01%
360
362
$11K ﹤0.01%
+169
363
$11K ﹤0.01%
1,195
364
$11K ﹤0.01%
+190
365
$11K ﹤0.01%
+338
366
$10K ﹤0.01%
+207
367
$10K ﹤0.01%
100
368
$10K ﹤0.01%
+400
369
$10K ﹤0.01%
210
370
– –
-288
371
– –
-443
372
– –
-500
373
– –
-663
374
– –
-3,961
375
– –
-150
13 14
15
16 17