KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.49B
1-Year Est. Return 20.56%
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.22M
3
+$1.02M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$659K
5
AMD icon
Advanced Micro Devices
AMD
+$508K

Top Sells

1
+$1.37M
2
+$579K
3
+$398K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$366K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$310K

Sector Composition

1 Technology 20.79%
2 Financials 9.93%
3 Healthcare 9.56%
4 Consumer Discretionary 7.52%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-890
227
– –
-14,063
228
– –
-5,069
229
– –
-1,530
230
– –
-3,761
231
– –
-4,390
6 7 8 9
10