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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.43M
3
+$4.27M
4
LOB icon
Live Oak Bancshares
LOB
+$3.63M
5
BK icon
Bank of New York Mellon
BK
+$3.62M

Top Sells

1
+$6.55M
2
+$4.42M
3
+$4.22M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$3.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.6M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$104K 0.03%
993
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152
$103K 0.03%
1,749
153
$101K 0.03%
949
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156
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1,273
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157
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158
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5,000
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163
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164
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166
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168
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169
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173
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174
$70K 0.02%
2,100
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175
$70K 0.02%
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