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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.76M
4
DLR icon
Digital Realty Trust
DLR
+$3.34M
5
MS icon
Morgan Stanley
MS
+$2.56M

Top Sells

1
+$8.87M
2
+$846K
3
+$833K
4
HD icon
Home Depot
HD
+$798K
5
AAPL icon
Apple
AAPL
+$681K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$24K ﹤0.01%
574
-80
402
$24K ﹤0.01%
850
403
$23K ﹤0.01%
200
404
$22K ﹤0.01%
525
405
$22K ﹤0.01%
+1,000
406
$22K ﹤0.01%
200
407
$22K ﹤0.01%
372
408
$22K ﹤0.01%
705
409
$22K ﹤0.01%
214
+14
410
$22K ﹤0.01%
722
+201
411
$21K ﹤0.01%
+200
412
$21K ﹤0.01%
400
413
$21K ﹤0.01%
316
414
$21K ﹤0.01%
340
415
$21K ﹤0.01%
93
416
$20K ﹤0.01%
282
-205
417
$20K ﹤0.01%
406
418
$20K ﹤0.01%
+357
419
$19K ﹤0.01%
844
-5,484
420
$19K ﹤0.01%
1,000
421
$19K ﹤0.01%
173
422
$19K ﹤0.01%
693
423
$19K ﹤0.01%
59
-21
424
$19K ﹤0.01%
2,000
425
$19K ﹤0.01%
1,000
15 16
17
18 19