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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.24M
3
+$3.2M
4
CRL icon
Charles River Laboratories
CRL
+$3.15M
5
AMZN icon
Amazon
AMZN
+$2.83M

Top Sells

1
+$6.71M
2
+$5.3M
3
+$907K
4
NLY icon
Annaly Capital Management
NLY
+$336K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$309K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
1,170
427
$15K ﹤0.01%
610
428
$15K ﹤0.01%
1,000
429
$14K ﹤0.01%
192
430
$14K ﹤0.01%
1,957
431
$14K ﹤0.01%
208
432
$14K ﹤0.01%
47
433
$14K ﹤0.01%
500
434
$14K ﹤0.01%
+101
435
$14K ﹤0.01%
500
436
$14K ﹤0.01%
103
437
$13K ﹤0.01%
+141
438
$13K ﹤0.01%
+473
439
$13K ﹤0.01%
875
440
$13K ﹤0.01%
360
441
$13K ﹤0.01%
340
442
$13K ﹤0.01%
434
443
$13K ﹤0.01%
314
444
$13K ﹤0.01%
+200
445
$13K ﹤0.01%
380
446
$12K ﹤0.01%
+206
447
$12K ﹤0.01%
54
448
$12K ﹤0.01%
+120
449
$12K ﹤0.01%
+653
450
$12K ﹤0.01%
960
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