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
201
$99K 0.02%
1,244
202
$93K 0.02%
766
203
$89K 0.02%
1,900
204
$87K 0.02%
1,000
205
$86K 0.02%
326
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206
$86K 0.02%
647
207
$85K 0.02%
+1,100
208
$85K 0.02%
1,280
209
$84K 0.02%
500
210
$83K 0.02%
750
211
$80K 0.01%
845
212
$78K 0.01%
480
213
$78K 0.01%
1,732
214
$77K 0.01%
493
215
$76K 0.01%
589
216
$75K 0.01%
643
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217
$74K 0.01%
2,055
218
$72K 0.01%
1,230
219
$72K 0.01%
776
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220
$72K 0.01%
+1,104
221
$70K 0.01%
1,300
222
$70K 0.01%
644
223
$70K 0.01%
898
-4
224
$69K 0.01%
467
+53
225
$69K 0.01%
600
7 8
9
10 11