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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.99M
3
+$2.81M
4
JAH
JARDEN CORPORATION
JAH
+$1.64M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.25M

Top Sells

1
+$5.81M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$37K 0.01%
1,546
+1
202
$37K 0.01%
+508
203
$37K 0.01%
850
204
$37K 0.01%
810
205
$37K 0.01%
603
206
$37K 0.01%
1,100
207
$37K 0.01%
1,000
208
$36K 0.01%
350
209
$36K 0.01%
1,449
-800
210
$36K 0.01%
+1,110
211
$35K 0.01%
857
212
$35K 0.01%
375
+225
213
$34K 0.01%
552
214
$34K 0.01%
+931
215
$33K 0.01%
2,806
+10
216
$33K 0.01%
320
217
$33K 0.01%
+767
218
$32K 0.01%
+387
219
$31K 0.01%
+693
220
$31K 0.01%
250
-176
221
$31K 0.01%
400
222
$30K 0.01%
+250
223
$30K 0.01%
683
224
$30K 0.01%
+587
225
$28K 0.01%
500
7 8
9
10 11