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
$1.21B
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$3.27M
3
+$2.39M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$2.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.18M

Top Sells

1
+$3.07M
2
+$2.55M
3
+$2.29M
4
MDT icon
Medtronic
MDT
+$1.68M
5
AB icon
AllianceBernstein
AB
+$1.62M

Sector Composition

1 Technology 22%
2 Financials 9.99%
3 Healthcare 7.04%
4 Communication Services 6.9%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$249K 0.02%
890
252
$248K 0.02%
6,347
253
$247K 0.02%
195
+3
254
$247K 0.02%
701
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255
$246K 0.02%
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256
$239K 0.02%
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257
$239K 0.02%
1,388
+1
258
$238K 0.02%
+2,918
259
$233K 0.02%
3,866
260
$233K 0.02%
2,610
-122
261
$232K 0.02%
+1,304
262
$231K 0.02%
5,458
-3,189
263
$228K 0.02%
943
+20
264
$224K 0.02%
4,619
265
$220K 0.02%
3,462
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266
$219K 0.02%
6,096
267
$218K 0.02%
+2,949
268
$203K 0.02%
1,234
269
$202K 0.02%
3,422
270
$171K 0.01%
+11,094
271
– –
-543
272
– –
-1,693
273
– –
-82,083
274
– –
-1,799
275
– –
-1,000
8 9 10
11
12