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
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.35M
3
+$3.06M
4
NEE icon
NextEra Energy
NEE
+$3.03M
5
LDOS icon
Leidos
LDOS
+$2.91M

Top Sells

1
+$5.17M
2
+$4.14M
3
+$3.74M
4
NKE icon
Nike
NKE
+$3.04M
5
EOG icon
EOG Resources
EOG
+$2.53M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
+47
377
$15K ﹤0.01%
325
378
$15K ﹤0.01%
277
379
$15K ﹤0.01%
360
380
$15K ﹤0.01%
+126
381
$15K ﹤0.01%
1,170
382
$15K ﹤0.01%
38
383
$14K ﹤0.01%
1,957
384
$14K ﹤0.01%
360
385
$14K ﹤0.01%
100
386
$14K ﹤0.01%
340
387
$14K ﹤0.01%
1,000
388
$14K ﹤0.01%
+192
389
$13K ﹤0.01%
100
390
$13K ﹤0.01%
+192
391
$13K ﹤0.01%
+500
392
$13K ﹤0.01%
875
393
$13K ﹤0.01%
136
394
$13K ﹤0.01%
500
395
$13K ﹤0.01%
428
+2
396
$13K ﹤0.01%
1,000
397
$13K ﹤0.01%
380
398
$12K ﹤0.01%
+54
399
$12K ﹤0.01%
+208
400
$12K ﹤0.01%
+145
14 15
16
17 18