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
$1.01B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.31M
3
+$5.37M
4
UNH icon
UnitedHealth
UNH
+$5.2M
5
QCOM icon
Qualcomm
QCOM
+$3.14M

Top Sells

1
+$9.42M
2
+$8.64M
3
+$5.33M
4
CAG icon
Conagra Brands
CAG
+$4.67M
5
LDOS icon
Leidos
LDOS
+$4.36M

Sector Composition

1 Technology 18.2%
2 Financials 12.51%
3 Industrials 10.21%
4 Consumer Discretionary 9.89%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$22K ﹤0.01%
2,000
427
$22K ﹤0.01%
900
428
$22K ﹤0.01%
316
429
$22K ﹤0.01%
372
430
$22K ﹤0.01%
150
-200
431
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340
432
$22K ﹤0.01%
500
433
$21K ﹤0.01%
200
434
$21K ﹤0.01%
+206
435
$21K ﹤0.01%
+625
436
$21K ﹤0.01%
+200
437
$21K ﹤0.01%
545
438
$21K ﹤0.01%
93
439
$21K ﹤0.01%
1,000
440
$20K ﹤0.01%
693
441
$20K ﹤0.01%
+72
442
$20K ﹤0.01%
40
443
$19K ﹤0.01%
100
444
$19K ﹤0.01%
455
445
$19K ﹤0.01%
2,000
446
$18K ﹤0.01%
208
447
$18K ﹤0.01%
100
448
$18K ﹤0.01%
530
449
$18K ﹤0.01%
599
450
$18K ﹤0.01%
1,000
16 17
18
19 20