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
451
$15K ﹤0.01%
+1,500
452
$15K ﹤0.01%
434
453
$15K ﹤0.01%
433
454
$15K ﹤0.01%
1,315
+15
455
$15K ﹤0.01%
+1,170
456
$15K ﹤0.01%
+793
457
$14K ﹤0.01%
+63
458
$14K ﹤0.01%
50
459
$14K ﹤0.01%
+92
460
$14K ﹤0.01%
1,500
461
$14K ﹤0.01%
750
462
$14K ﹤0.01%
+183
463
$14K ﹤0.01%
+421
464
$14K ﹤0.01%
+86
465
$13K ﹤0.01%
107
466
$13K ﹤0.01%
300
467
$13K ﹤0.01%
500
468
$13K ﹤0.01%
+63
469
$13K ﹤0.01%
108
470
$13K ﹤0.01%
+545
471
$13K ﹤0.01%
293
472
$13K ﹤0.01%
100
473
$13K ﹤0.01%
50
474
$13K ﹤0.01%
+599
475
$13K ﹤0.01%
65
-437
17 18
19
20 21