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
176
$79K 0.02%
588
177
$79K 0.02%
419
178
$79K 0.02%
1,021
+714
179
$78K 0.02%
+1,050
180
$77K 0.02%
459
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181
$76K 0.02%
766
182
$76K 0.02%
1,280
183
$74K 0.02%
+800
184
$71K 0.02%
845
185
$71K 0.02%
2,200
186
$71K 0.02%
+2,086
187
$69K 0.02%
750
188
$68K 0.02%
1,500
189
$68K 0.02%
791
+1
190
$67K 0.01%
530
+290
191
$67K 0.01%
1,900
+1,500
192
$66K 0.01%
2,055
193
$66K 0.01%
589
194
$66K 0.01%
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195
$65K 0.01%
602
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196
$65K 0.01%
493
197
$64K 0.01%
554
198
$64K 0.01%
1,000
-425
199
$63K 0.01%
902
200
$62K 0.01%
+600
6 7
8
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