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
NLY icon
501
Annaly Capital Management
NLY
$16.1B
$23K ﹤0.01%
750
NTCT icon
502
NETSCOUT
NTCT
$2.41B
$23K ﹤0.01%
693
SCI icon
503
Service Corp International
SCI
$11.6B
$23K ﹤0.01%
+322
VRSK icon
504
Verisk Analytics
VRSK
$23.9B
$23K ﹤0.01%
+101
HQY icon
505
HealthEquity
HQY
$7.12B
$22K ﹤0.01%
500
IEMG icon
506
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$22K ﹤0.01%
+372
IXUS icon
507
iShares Core MSCI Total International Stock ETF
IXUS
$55.4B
$22K ﹤0.01%
316
SCCO icon
508
Southern Copper
SCCO
$151B
$22K ﹤0.01%
+384
VXUS icon
509
Vanguard Total International Stock ETF
VXUS
$142B
$22K ﹤0.01%
343
AAP icon
510
Advance Auto Parts
AAP
$3.54B
$22K ﹤0.01%
+90
ARCC icon
511
Ares Capital
ARCC
$13.4B
$22K ﹤0.01%
+1,020
DOCU
512
DocuSign
DOCU
$8.75B
$22K ﹤0.01%
143
+60
DXCM icon
513
DexCom
DXCM
$24.2B
$22K ﹤0.01%
164
GD icon
514
General Dynamics
GD
$86.3B
$21K ﹤0.01%
100
HUBB icon
515
Hubbell
HUBB
$29.1B
$21K ﹤0.01%
100
INDA icon
516
iShares MSCI India ETF
INDA
$6.31B
$21K ﹤0.01%
455
ALK icon
517
Alaska Air
ALK
$4.58B
$21K ﹤0.01%
400
AMP icon
518
Ameriprise Financial
AMP
$41.8B
$21K ﹤0.01%
+69
APAM icon
519
Artisan Partners
APAM
$2.69B
$21K ﹤0.01%
450
BXC icon
520
BlueLinx
BXC
$441M
$21K ﹤0.01%
+222
EQIX icon
521
Equinix
EQIX
$110B
$21K ﹤0.01%
25
CAG icon
522
Conagra Brands
CAG
$6.89B
$20K ﹤0.01%
600
SPLK
523
DELISTED
Splunk Inc
SPLK
$20K ﹤0.01%
171
FRC
524
DELISTED
First Republic Bank
FRC
$20K ﹤0.01%
+99
FICO icon
525
Fair Isaac
FICO
$23.2B
$20K ﹤0.01%
47