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
$1.01B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.31M
3
+$5.37M
4
UNH icon
UnitedHealth
UNH
+$5.2M
5
QCOM icon
Qualcomm
QCOM
+$3.14M

Top Sells

1
+$9.42M
2
+$8.64M
3
+$5.33M
4
CAG icon
Conagra Brands
CAG
+$4.67M
5
LDOS icon
Leidos
LDOS
+$4.36M

Sector Composition

1 Technology 18.2%
2 Financials 12.51%
3 Industrials 10.21%
4 Consumer Discretionary 9.89%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$33K ﹤0.01%
70
377
$32K ﹤0.01%
875
-70
378
$32K ﹤0.01%
+690
379
$32K ﹤0.01%
+302
380
$32K ﹤0.01%
250
381
$31K ﹤0.01%
560
382
$31K ﹤0.01%
+21
383
$31K ﹤0.01%
+3,000
384
$30K ﹤0.01%
400
385
$30K ﹤0.01%
406
386
$30K ﹤0.01%
+2,069
387
$30K ﹤0.01%
98
-2
388
$29K ﹤0.01%
500
389
$29K ﹤0.01%
+701
390
$29K ﹤0.01%
1,070
391
$28K ﹤0.01%
400
392
$28K ﹤0.01%
86
-229
393
$28K ﹤0.01%
400
394
$28K ﹤0.01%
+1,307
395
$28K ﹤0.01%
960
396
$27K ﹤0.01%
91
397
$27K ﹤0.01%
150
-14
398
$27K ﹤0.01%
245
399
$27K ﹤0.01%
518
400
$27K ﹤0.01%
193
14 15
16
17 18