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
$1.22B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$13M
3 +$8.15M
4
BKNG icon
Booking.com
BKNG
+$6.95M
5
UNH icon
UnitedHealth
UNH
+$6.1M

Top Sells

1 +$9.98M
2 +$9.93M
3 +$9.69M
4
T icon
AT&T
T
+$7.64M
5
ATVI
Activision Blizzard
ATVI
+$7.03M

Sector Composition

1 Technology 19.2%
2 Financials 14.27%
3 Healthcare 10.67%
4 Consumer Discretionary 9.79%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRSK icon
501
Verisk Analytics
VRSK
$29.6B
$23K ﹤0.01%
+101
PTH icon
502
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$119M
$23K ﹤0.01%
438
-291
VUSB icon
503
Vanguard Ultra-Short Bond ETF
VUSB
$7.31B
$23K ﹤0.01%
+459
XAR icon
504
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.1B
$23K ﹤0.01%
200
AAP icon
505
Advance Auto Parts
AAP
$3.02B
$22K ﹤0.01%
+90
ARCC icon
506
Ares Capital
ARCC
$13.5B
$22K ﹤0.01%
+1,020
DOCU
507
DocuSign
DOCU
$9.75B
$22K ﹤0.01%
143
+60
DXCM icon
508
DexCom
DXCM
$26.2B
$22K ﹤0.01%
164
HQY icon
509
HealthEquity
HQY
$6.69B
$22K ﹤0.01%
500
IEMG icon
510
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
$22K ﹤0.01%
+372
IXUS icon
511
iShares Core MSCI Total International Stock ETF
IXUS
$53.6B
$22K ﹤0.01%
316
SCCO icon
512
Southern Copper
SCCO
$153B
$22K ﹤0.01%
+384
VXUS icon
513
Vanguard Total International Stock ETF
VXUS
$130B
$22K ﹤0.01%
343
GD icon
514
General Dynamics
GD
$98.3B
$21K ﹤0.01%
100
HUBB icon
515
Hubbell
HUBB
$25.1B
$21K ﹤0.01%
100
INDA icon
516
iShares MSCI India ETF
INDA
$8.86B
$21K ﹤0.01%
455
ALK icon
517
Alaska Air
ALK
$4.85B
$21K ﹤0.01%
400
AMP icon
518
Ameriprise Financial
AMP
$42.4B
$21K ﹤0.01%
+69
APAM icon
519
Artisan Partners
APAM
$2.63B
$21K ﹤0.01%
450
BXC icon
520
BlueLinx
BXC
$472M
$21K ﹤0.01%
+222
EQIX icon
521
Equinix
EQIX
$92.1B
$21K ﹤0.01%
25
CAG icon
522
Conagra Brands
CAG
$9.1B
$20K ﹤0.01%
600
FICO icon
523
Fair Isaac
FICO
$35B
$20K ﹤0.01%
47
FPE icon
524
First Trust Preferred Securities and Income ETF
FPE
$6.42B
$20K ﹤0.01%
+1,000
HEZU icon
525
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$622M
$20K ﹤0.01%
530