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
101
$649K 0.12%
23,146
-179
102
$606K 0.11%
5,198
103
$598K 0.11%
14,594
+263
104
$577K 0.11%
7,372
+786
105
$572K 0.1%
9,856
-40,066
106
$570K 0.1%
7,442
+1,635
107
$562K 0.1%
6,684
+4,569
108
$561K 0.1%
8,474
+193
109
$522K 0.1%
3,915
110
$442K 0.08%
8,430
111
$426K 0.08%
2,047
-51
112
$399K 0.07%
9,600
113
$396K 0.07%
2,545
+43
114
$395K 0.07%
13,617
+3,348
115
$387K 0.07%
+4,091
116
$384K 0.07%
4,349
+757
117
$381K 0.07%
+9,474
118
$377K 0.07%
4,835
+1
119
$376K 0.07%
+16,632
120
$358K 0.07%
2,864
+90
121
$356K 0.07%
+9,752
122
$355K 0.06%
12,200
-700
123
$347K 0.06%
4,139
-36,092
124
$346K 0.06%
1,173
125
$342K 0.06%
1,771
+2
3 4
5
6 7