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
501
$12K ﹤0.01%
31
502
$12K ﹤0.01%
750
503
$12K ﹤0.01%
810
504
$12K ﹤0.01%
94
505
$12K ﹤0.01%
+300
506
$12K ﹤0.01%
182
507
$11K ﹤0.01%
+186
508
$11K ﹤0.01%
86
509
$11K ﹤0.01%
+400
510
$11K ﹤0.01%
48
-15
511
$11K ﹤0.01%
+41
512
$11K ﹤0.01%
176
-150
513
$10K ﹤0.01%
1,500
514
$10K ﹤0.01%
+388
515
$10K ﹤0.01%
+276
516
$10K ﹤0.01%
+175
517
$10K ﹤0.01%
95
-19
518
$10K ﹤0.01%
380
519
$10K ﹤0.01%
+200
520
$10K ﹤0.01%
+400
521
– –
-1,298
522
– –
-844
523
– –
-500
524
– –
-176
525
– –
-192
19 20
21
22 23