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
151
$117K 0.03%
3,000
152
$117K 0.03%
1,186
+521
153
$116K 0.03%
295
154
$112K 0.03%
1,736
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155
$111K 0.02%
3,922
156
$109K 0.02%
1,633
+794
157
$107K 0.02%
658
158
$105K 0.02%
+1,880
159
$103K 0.02%
769
160
$103K 0.02%
1,542
+34
161
$97K 0.02%
650
+7
162
$96K 0.02%
4,033
+3,388
163
$95K 0.02%
685
164
$94K 0.02%
2,000
165
$93K 0.02%
843
-13
166
$93K 0.02%
704
+350
167
$90K 0.02%
745
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168
$90K 0.02%
1,588
169
$90K 0.02%
1,323
170
$89K 0.02%
+1,884
171
$85K 0.02%
299
-55
172
$85K 0.02%
648
173
$83K 0.02%
4,818
-1,526
174
$81K 0.02%
1,115
+133
175
$80K 0.02%
+1,244
5 6
7
8 9