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
426
$18K ﹤0.01%
+222
427
$18K ﹤0.01%
192
428
$18K ﹤0.01%
208
429
$18K ﹤0.01%
25
430
$18K ﹤0.01%
455
431
$18K ﹤0.01%
+533
432
$18K ﹤0.01%
326
-800
433
$18K ﹤0.01%
413
-255
434
$17K ﹤0.01%
530
435
$17K ﹤0.01%
+125
436
$17K ﹤0.01%
+900
437
$17K ﹤0.01%
1,000
438
$16K ﹤0.01%
296
439
$16K ﹤0.01%
+1,957
440
$16K ﹤0.01%
+100
441
$16K ﹤0.01%
+40
442
$16K ﹤0.01%
80
-9
443
$16K ﹤0.01%
340
444
$16K ﹤0.01%
180
445
$15K ﹤0.01%
+100
446
$15K ﹤0.01%
200
447
$15K ﹤0.01%
+1,500
448
$15K ﹤0.01%
164
-16
449
$15K ﹤0.01%
100
450
$15K ﹤0.01%
438
16 17
18
19 20