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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$4.41M
3
+$4.29M
4
GNRC icon
Generac Holdings
GNRC
+$4.28M
5
ADP icon
Automatic Data Processing
ADP
+$3.96M

Top Sells

1
+$8.12M
2
+$4.17M
3
+$4.11M
4
NTRS icon
Northern Trust
NTRS
+$2.82M
5
MPLX icon
MPLX
MPLX
+$2.03M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.24%
5,250
-16
77
$1.31M 0.23%
26,070
+518
78
$1.29M 0.23%
63,227
-14,226
79
$1.27M 0.22%
32,768
-846
80
$1.27M 0.22%
25,350
81
$1.15M 0.2%
11,117
+529
82
$1.13M 0.2%
6,041
+596
83
$1.1M 0.19%
167,040
+25,520
84
$1.09M 0.19%
8,334
+449
85
$1.06M 0.19%
16,857
-1,080
86
$962K 0.17%
13,097
+2,175
87
$937K 0.17%
17,430
+1,059
88
$870K 0.15%
6,166
89
$781K 0.14%
6,583
90
$774K 0.14%
13,802
+1,080
91
$714K 0.13%
42,763
92
$712K 0.13%
18,400
+6,000
93
$707K 0.13%
13,225
+530
94
$658K 0.12%
11,495
-1,029
95
$651K 0.12%
9,805
+734
96
$650K 0.12%
5,147
97
$639K 0.11%
10,506
98
$611K 0.11%
15,196
+600
99
$605K 0.11%
14,656
-2,960
100
$570K 0.1%
16,714
-760
2 3
4
5 6