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
$1.15B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$15.4M
3
+$4.91M
4
QCOM icon
Qualcomm
QCOM
+$2.3M
5
PYPL icon
PayPal
PYPL
+$1.53M

Top Sells

1
+$12.2M
2
+$8.23M
3
+$7.44M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$4.72M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.66M

Sector Composition

1 Technology 17.91%
2 Financials 14.58%
3 Healthcare 10.25%
4 Consumer Discretionary 9.9%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMAR
476
DELISTED
Smartsheet Inc.
SMAR
$20K ﹤0.01%
366
AFL icon
477
Aflac
AFL
$59.1B
$19K ﹤0.01%
300
-1,015
AKAM icon
478
Akamai
AKAM
$14.3B
$19K ﹤0.01%
156
EQIX icon
479
Equinix
EQIX
$109B
$19K ﹤0.01%
25
ETSY icon
480
Etsy
ETSY
$6.28B
$19K ﹤0.01%
150
FPE icon
481
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$19K ﹤0.01%
1,000
NEM icon
482
Newmont
NEM
$121B
$19K ﹤0.01%
245
APAM icon
483
Artisan Partners
APAM
$2.73B
$18K ﹤0.01%
450
DNP icon
484
DNP Select Income Fund
DNP
$4.01B
$18K ﹤0.01%
1,500
GILT icon
485
Gilat Satellite Networks
GILT
$1.33B
$18K ﹤0.01%
2,000
HEZU icon
486
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$587M
$18K ﹤0.01%
530
HSY icon
487
Hershey
HSY
$38.2B
$18K ﹤0.01%
+83
HUBB icon
488
Hubbell
HUBB
$29.2B
$18K ﹤0.01%
100
PWR icon
489
Quanta Services
PWR
$92.1B
$18K ﹤0.01%
+140
SJB icon
490
ProShares Short High Yield
SJB
$105M
$18K ﹤0.01%
1,000
UNIT
491
Uniti Group
UNIT
$2.83B
$18K ﹤0.01%
1,300
IEMG icon
492
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$17K ﹤0.01%
315
-57
ILMN icon
493
Illumina
ILMN
$19.8B
$17K ﹤0.01%
51
MGM icon
494
MGM Resorts International
MGM
$10B
$17K ﹤0.01%
400
ASIX icon
495
AdvanSix
ASIX
$611M
$17K ﹤0.01%
337
HP icon
496
Helmerich & Payne
HP
$3.7B
$17K ﹤0.01%
+400
MPLX icon
497
MPLX
MPLX
$56.5B
$17K ﹤0.01%
522
QCLN icon
498
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$651M
$17K ﹤0.01%
+260
JPS
499
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$17K ﹤0.01%
2,000
ACM icon
500
Aecom
ACM
$10.7B
$16K ﹤0.01%
+209
18 19
20
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