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
$448M
AUM Growth
-$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.41M
3
+$2.07M
4
TSS
Total System Services, Inc.
TSS
+$1.95M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.5M

Top Sells

1
+$6.61M
2
+$3.67M
3
+$3.08M
4
MS icon
Morgan Stanley
MS
+$2.53M
5
USPH icon
US Physical Therapy
USPH
+$2.15M

Sector Composition

1 Financials 14.1%
2 Healthcare 13.26%
3 Industrials 13.26%
4 Technology 12.91%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$455K 0.1%
8,098
-1,133
102
$447K 0.1%
3,923
-53
103
$434K 0.1%
8,559
-2,918
104
$398K 0.09%
4,000
105
$395K 0.09%
5,798
+606
106
$385K 0.09%
8,430
107
$375K 0.08%
5,139
108
$373K 0.08%
8,281
109
$364K 0.08%
14,769
-2,719
110
$361K 0.08%
9,600
111
$354K 0.08%
2,061
+400
112
$354K 0.08%
5,719
+3,353
113
$338K 0.08%
10,583
114
$335K 0.07%
2,502
115
$334K 0.07%
9,807
116
$334K 0.07%
5,656
117
$325K 0.07%
12,900
118
$316K 0.07%
65,500
119
$310K 0.07%
3,592
120
$292K 0.07%
7,364
-63,689
121
$272K 0.06%
2,774
122
$260K 0.06%
15,950
123
$257K 0.06%
1,964
-694
124
$253K 0.06%
1,005
-226
125
$247K 0.06%
9,361
+1
3 4
5
6 7