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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$2.85M
3
+$2.72M
4
VYX icon
NCR Voyix
VYX
+$2.54M
5
FCX icon
Freeport-McMoran
FCX
+$2.4M

Top Sells

1
+$5.94M
2
+$5.19M
3
+$4.22M
4
CBRE icon
CBRE Group
CBRE
+$2.55M
5
TPR icon
Tapestry
TPR
+$2.49M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$30K 0.01%
850
202
$30K 0.01%
552
203
$30K 0.01%
1,000
204
$29K 0.01%
320
205
$29K 0.01%
683
-95
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$26K 0.01%
+500
207
$25K 0.01%
292
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$25K 0.01%
400
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$24K 0.01%
270
210
$24K 0.01%
300
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300
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$22K 0.01%
533
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$21K 0.01%
255
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$20K 0.01%
275
215
$19K 0.01%
800
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$18K 0.01%
500
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550
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$18K 0.01%
400
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$18K 0.01%
700
-1
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$17K 0.01%
500
221
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400
222
$17K 0.01%
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$17K 0.01%
384
-362
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$16K 0.01%
1,000
225
$16K 0.01%
88
7 8
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10 11