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
351
$24K ﹤0.01%
587
-564
352
$23K ﹤0.01%
231
353
$23K ﹤0.01%
+1,000
354
$22K ﹤0.01%
824
355
$22K ﹤0.01%
900
356
$21K ﹤0.01%
960
-1,095
357
$21K ﹤0.01%
500
-4,000
358
$21K ﹤0.01%
372
359
$21K ﹤0.01%
+1,192
360
$20K ﹤0.01%
400
361
$20K ﹤0.01%
525
362
$20K ﹤0.01%
120
-47
363
$20K ﹤0.01%
200
364
$19K ﹤0.01%
+91
365
$19K ﹤0.01%
366
-800
366
$18K ﹤0.01%
540
-8,460
367
$18K ﹤0.01%
24
368
$18K ﹤0.01%
400
-1,500
369
$18K ﹤0.01%
2,352
370
$18K ﹤0.01%
+173
371
$18K ﹤0.01%
1,850
372
$18K ﹤0.01%
986
373
$18K ﹤0.01%
200
374
$18K ﹤0.01%
857
+1
375
$17K ﹤0.01%
151
13 14
15
16 17