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
401
$14K ﹤0.01%
47
402
$14K ﹤0.01%
+384
403
$14K ﹤0.01%
1,105
+105
404
$14K ﹤0.01%
1,170
405
$14K ﹤0.01%
857
406
$14K ﹤0.01%
1,000
407
$13K ﹤0.01%
100
-100
408
$13K ﹤0.01%
360
409
$13K ﹤0.01%
530
410
$13K ﹤0.01%
+500
411
$12K ﹤0.01%
+340
412
$12K ﹤0.01%
228
-155
413
$12K ﹤0.01%
192
414
$12K ﹤0.01%
67
-60
415
$12K ﹤0.01%
1,000
-1,500
416
$12K ﹤0.01%
260
-355
417
$12K ﹤0.01%
+80
418
$12K ﹤0.01%
433
419
$11K ﹤0.01%
500
420
$11K ﹤0.01%
455
421
$11K ﹤0.01%
300
422
$11K ﹤0.01%
180
423
$11K ﹤0.01%
400
424
$11K ﹤0.01%
650
425
$11K ﹤0.01%
+164
15 16
17
18 19