KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.69M
3
+$3.23M
4
LDOS icon
Leidos
LDOS
+$3.18M
5
NEE icon
NextEra Energy
NEE
+$3.15M

Top Sells

1
+$5.17M
2
+$3.94M
3
+$3.93M
4
NKE icon
Nike
NKE
+$3.03M
5
EOG icon
EOG Resources
EOG
+$2.5M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.26%
28,645
+165
77
$1.4M 0.26%
17,342
+599
78
$1.31M 0.24%
75,984
79
$1.29M 0.24%
7,431
+6,850
80
$1.29M 0.24%
42,763
81
$1.28M 0.23%
56,303
-7,240
82
$1.21M 0.22%
22,400
+1,600
83
$1.21M 0.22%
22,434
-7,350
84
$1.13M 0.21%
45,010
-774
85
$1.08M 0.2%
6,366
+6,164
86
$1.07M 0.19%
24,874
87
$1.02M 0.19%
8,829
+2,342
88
$915K 0.17%
59,750
+4,500
89
$899K 0.16%
12,546
+4,905
90
$864K 0.16%
13,146
-2,151
91
$789K 0.14%
17,616
92
$776K 0.14%
13,574
+3,476
93
$753K 0.14%
115,500
+50,000
94
$733K 0.13%
5,059
+3,532
95
$717K 0.13%
12,672
96
$704K 0.13%
8,799
+3,660
97
$664K 0.12%
20,078
+2
98
$663K 0.12%
483
-32
99
$659K 0.12%
2,249
+352
100
$652K 0.12%
10,975
+5,306
2 3
4
5 6