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
$60.2B
$19K ﹤0.01%
300
-1,015
AKAM icon
478
Akamai
AKAM
$21.7B
$19K ﹤0.01%
156
EQIX icon
479
Equinix
EQIX
$107B
$19K ﹤0.01%
25
ETSY icon
480
Etsy
ETSY
$6.34B
$19K ﹤0.01%
150
FPE icon
481
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$19K ﹤0.01%
1,000
NEM icon
482
Newmont
NEM
$106B
$19K ﹤0.01%
245
HSY icon
483
Hershey
HSY
$37.4B
$18K ﹤0.01%
+83
PWR icon
484
Quanta Services
PWR
$104B
$18K ﹤0.01%
+140
SJB icon
485
ProShares Short High Yield
SJB
$66.9M
$18K ﹤0.01%
1,000
APAM icon
486
Artisan Partners
APAM
$2.64B
$18K ﹤0.01%
450
DNP icon
487
DNP Select Income Fund
DNP
$4.04B
$18K ﹤0.01%
1,500
GILT icon
488
Gilat Satellite Networks
GILT
$1.1B
$18K ﹤0.01%
2,000
HEZU icon
489
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$538M
$18K ﹤0.01%
530
HUBB icon
490
Hubbell
HUBB
$25.2B
$18K ﹤0.01%
100
UNIT
491
Uniti Group
UNIT
$2.84B
$18K ﹤0.01%
1,300
IEMG icon
492
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$17K ﹤0.01%
315
-57
MPLX icon
493
MPLX
MPLX
$57.3B
$17K ﹤0.01%
522
QCLN icon
494
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$838M
$17K ﹤0.01%
+260
JPS
495
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$17K ﹤0.01%
2,000
ASIX icon
496
AdvanSix
ASIX
$579M
$17K ﹤0.01%
337
HP icon
497
Helmerich & Payne
HP
$3.74B
$17K ﹤0.01%
+400
ILMN icon
498
Illumina
ILMN
$24.6B
$17K ﹤0.01%
51
MGM icon
499
MGM Resorts International
MGM
$12.2B
$17K ﹤0.01%
400
ACM icon
500
Aecom
ACM
$9.14B
$16K ﹤0.01%
+209
18 19
20
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