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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.85M
3
+$1.8M
4
UN
Unilever NV New York Registry Shares
UN
+$1.79M
5
NEE icon
NextEra Energy
NEE
+$1.36M

Top Sells

1
+$5.59M
2
+$4.57M
3
+$3.36M
4
WST icon
West Pharmaceutical
WST
+$3.32M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$164K 0.04%
1,919
127
$161K 0.04%
3,080
128
$159K 0.04%
4,600
129
$156K 0.04%
1,800
130
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950
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131
$147K 0.04%
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132
$147K 0.04%
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133
$145K 0.04%
+600
134
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135
$133K 0.03%
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136
$132K 0.03%
870
137
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138
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139
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140
$127K 0.03%
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141
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143
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146
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147
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148
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149
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513
150
$107K 0.03%
871
4 5
6
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