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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.75M
3
+$2.68M
4
EOG icon
EOG Resources
EOG
+$2.6M
5
MS icon
Morgan Stanley
MS
+$1.91M

Top Sells

1
+$5.8M
2
+$4.3M
3
+$3.06M
4
CADE
Cadence Bank
CADE
+$3.03M
5
PAYX icon
Paychex
PAYX
+$2.54M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$76K 0.02%
1,000
202
$75K 0.01%
4,691
203
$75K 0.01%
1,202
204
$75K 0.01%
1,372
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205
$74K 0.01%
959
206
$72K 0.01%
845
207
$70K 0.01%
1,202
-88
208
$70K 0.01%
589
209
$68K 0.01%
1,293
210
$67K 0.01%
2,270
211
$67K 0.01%
915
212
$66K 0.01%
839
213
$66K 0.01%
1,641
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214
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212
215
$65K 0.01%
774
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216
$64K 0.01%
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217
$63K 0.01%
1,005
218
$62K 0.01%
1,000
219
$61K 0.01%
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220
$60K 0.01%
982
221
$60K 0.01%
438
222
$59K 0.01%
750
223
$58K 0.01%
524
224
$57K 0.01%
799
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225
$57K 0.01%
2,000
7 8
9
10 11