KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.56M
3
+$3.45M
4
PLTR icon
Palantir
PLTR
+$1.83M
5
DOW icon
Dow Inc
DOW
+$1.62M

Top Sells

1
+$3.4M
2
+$2.82M
3
+$2.55M
4
CLF icon
Cleveland-Cliffs
CLF
+$2.26M
5
DVN icon
Devon Energy
DVN
+$1.63M

Sector Composition

1 Technology 23.05%
2 Financials 10.32%
3 Communication Services 6.53%
4 Healthcare 6.39%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$529K 0.04%
1,382
227
$529K 0.04%
5,800
-99
228
$527K 0.04%
10,334
+1,060
229
$521K 0.04%
2,276
230
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2,633
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231
$505K 0.04%
23,826
-6,664
232
$472K 0.04%
831
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233
$469K 0.03%
4,859
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234
$430K 0.03%
4,322
+1
235
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3,387
-1
236
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1,534
237
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5,000
238
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3,119
239
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240
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14,815
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241
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242
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23,008
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243
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244
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2,568
245
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4,109
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246
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8,606
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247
$366K 0.03%
4,830
248
$360K 0.03%
7,544
249
$352K 0.03%
4,738
-874
250
$350K 0.03%
3,322
-107
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10
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