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
$448M
AUM Growth
-$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.68M
3
+$2.13M
4
TSS
Total System Services, Inc.
TSS
+$2.12M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.52M

Top Sells

1
+$6.61M
2
+$4.6M
3
+$4.16M
4
MS icon
Morgan Stanley
MS
+$2.78M
5
USPH icon
US Physical Therapy
USPH
+$2.15M

Sector Composition

1 Financials 14.1%
2 Healthcare 13.26%
3 Industrials 13.26%
4 Technology 12.91%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-252
377
– –
-150
378
– –
-380
379
– –
-3,611
380
– –
-870
381
– –
-1,850
382
– –
-671
383
– –
-200
384
– –
-6,340
12 13 14 15
16