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
151
$106K 0.03%
728
152
$106K 0.03%
2,900
153
$104K 0.03%
1,974
154
$102K 0.03%
949
155
$99K 0.03%
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156
$96K 0.02%
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157
$94K 0.02%
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158
$90K 0.02%
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-20
159
$88K 0.02%
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160
$88K 0.02%
998
161
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1,236
162
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248
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1,878
164
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165
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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
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175
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1,043
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