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
$370M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.11M
3
+$5.74M
4
DIS icon
Walt Disney
DIS
+$4.94M
5
BA icon
Boeing
BA
+$3.47M

Top Sells

1
+$4.42M
2
+$2.96M
3
+$2.95M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$1.87M

Sector Composition

1 Energy 12.22%
2 Industrials 11.74%
3 Healthcare 9.85%
4 Consumer Staples 9.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$47K 0.01%
1,183
202
$47K 0.01%
1,200
-928
203
$47K 0.01%
900
204
$47K 0.01%
1,222
+472
205
$45K 0.01%
857
206
$45K 0.01%
+1,240
207
$45K 0.01%
+295
208
$45K 0.01%
+883
209
$44K 0.01%
229
210
$44K 0.01%
976
+601
211
$44K 0.01%
3,000
212
$44K 0.01%
1,050
213
$42K 0.01%
1,180
-1,000
214
$42K 0.01%
+644
215
$42K 0.01%
587
216
$42K 0.01%
1,546
+1
217
$42K 0.01%
+354
218
$41K 0.01%
603
219
$41K 0.01%
600
220
$41K 0.01%
+716
221
$41K 0.01%
1,105
+4
222
$41K 0.01%
436
+211
223
$41K 0.01%
698
224
$40K 0.01%
1,725
225
$40K 0.01%
+640
7 8
9
10 11