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
176
$131K 0.02%
1,800
177
$129K 0.02%
529
-8
178
$129K 0.02%
1,542
179
$127K 0.02%
2,310
180
$125K 0.02%
951
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181
$125K 0.02%
558
182
$124K 0.02%
+1,789
183
$122K 0.02%
802
+64
184
$121K 0.02%
+2,940
185
$120K 0.02%
2,215
+1,199
186
$117K 0.02%
742
187
$113K 0.02%
1,588
188
$112K 0.02%
283
189
$111K 0.02%
588
190
$111K 0.02%
419
191
$111K 0.02%
1,351
-282
192
$109K 0.02%
1,711
-436
193
$106K 0.02%
+2,200
194
$105K 0.02%
1,251
+251
195
$105K 0.02%
4,499
196
$103K 0.02%
6,695
+884
197
$101K 0.02%
2,250
198
$101K 0.02%
1,971
199
$101K 0.02%
1,050
200
$100K 0.02%
+1,400
6 7
8
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