KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.35B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.28M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.26M

Top Sells

1
+$529K
2
+$388K
3
+$378K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$372K
5
TSLA icon
Tesla
TSLA
+$262K

Sector Composition

1 Technology 24.38%
2 Financials 10.17%
3 Communication Services 6.91%
4 Healthcare 6.07%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$539K 0.04%
23,826
227
$534K 0.04%
2,691
-79
228
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229
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232
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233
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235
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237
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238
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239
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240
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241
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242
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23,121
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248
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249
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+5,377
250
$382K 0.03%
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10
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