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
151
$173K 0.03%
4,685
+1,067
152
$160K 0.03%
1,550
153
$159K 0.03%
3,024
+24
154
$157K 0.03%
2,064
-1,000
155
$156K 0.03%
1,404
+850
156
$156K 0.03%
1,309
+123
157
$155K 0.03%
3,040
158
$155K 0.03%
949
159
$154K 0.03%
+4,180
160
$152K 0.03%
923
+53
161
$150K 0.03%
4,800
+2,600
162
$149K 0.03%
317
+7
163
$149K 0.03%
24,400
-17,028
164
$148K 0.03%
3,586
165
$143K 0.03%
+1,960
166
$142K 0.03%
+545
167
$140K 0.03%
3,922
168
$139K 0.03%
+4,600
169
$138K 0.03%
+7,724
170
$136K 0.02%
1,880
171
$135K 0.02%
8,544
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172
$135K 0.02%
1,747
+10
173
$133K 0.02%
650
+191
174
$132K 0.02%
769
175
$132K 0.02%
5,777
5 6
7
8 9