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
376
$17K ﹤0.01%
1,750
377
$17K ﹤0.01%
461
-39
378
$17K ﹤0.01%
1,070
-6,460
379
$17K ﹤0.01%
626
-600
380
$16K ﹤0.01%
200
381
$16K ﹤0.01%
25
-25
382
$16K ﹤0.01%
+50
383
$16K ﹤0.01%
+220
384
$16K ﹤0.01%
693
385
$16K ﹤0.01%
300
-117
386
$16K ﹤0.01%
211
387
$16K ﹤0.01%
+240
388
$16K ﹤0.01%
+9,090
389
$16K ﹤0.01%
670
390
$15K ﹤0.01%
1,500
391
$15K ﹤0.01%
625
-40
392
$15K ﹤0.01%
109
393
$15K ﹤0.01%
+142
394
$15K ﹤0.01%
316
395
$15K ﹤0.01%
150
-132
396
$15K ﹤0.01%
+500
397
$15K ﹤0.01%
200
398
$15K ﹤0.01%
2,000
399
$15K ﹤0.01%
850
400
$14K ﹤0.01%
200
14 15
16
17 18