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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.76M
4
DLR icon
Digital Realty Trust
DLR
+$3.34M
5
MS icon
Morgan Stanley
MS
+$2.56M

Top Sells

1
+$8.87M
2
+$846K
3
+$833K
4
HD icon
Home Depot
HD
+$798K
5
AAPL icon
Apple
AAPL
+$681K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37K ﹤0.01%
160
352
$37K ﹤0.01%
262
-888
353
$36K ﹤0.01%
1,459
354
$36K ﹤0.01%
694
-2
355
$36K ﹤0.01%
600
356
$36K ﹤0.01%
973
+249
357
$35K ﹤0.01%
+164
358
$35K ﹤0.01%
500
359
$35K ﹤0.01%
100
+23
360
$35K ﹤0.01%
1,298
361
$35K ﹤0.01%
208
-4
362
$35K ﹤0.01%
664
-129
363
$34K ﹤0.01%
1,312
-13,338
364
$34K ﹤0.01%
469
+113
365
$34K ﹤0.01%
325
366
$34K ﹤0.01%
700
-500
367
$34K ﹤0.01%
70
368
$33K ﹤0.01%
+301
369
$32K ﹤0.01%
560
370
$32K ﹤0.01%
+200
371
$31K ﹤0.01%
1,100
372
$31K ﹤0.01%
1,500
373
$30K ﹤0.01%
324
374
$30K ﹤0.01%
+1,878
375
$30K ﹤0.01%
200
13 14
15
16 17