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
426
$11K ﹤0.01%
406
427
$11K ﹤0.01%
+83
428
$11K ﹤0.01%
293
429
$11K ﹤0.01%
960
430
$11K ﹤0.01%
340
431
$11K ﹤0.01%
810
432
$10K ﹤0.01%
1,957
433
$10K ﹤0.01%
176
434
$10K ﹤0.01%
737
435
$10K ﹤0.01%
434
436
$10K ﹤0.01%
280
-74
437
$10K ﹤0.01%
103
438
– –
-151
439
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-110
440
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-204
441
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-382
442
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443
– –
-375
444
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-577
445
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446
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-38
447
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-3,539
448
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-1,087
449
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-466
450
– –
-1,500
16 17
18
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