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
$1.2B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.78M
3
+$4.61M
4
CRM icon
Salesforce
CRM
+$4.25M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$3.95M

Top Sells

1
+$6.18M
2
+$3.43M
3
+$2.96M
4
PYPL icon
PayPal
PYPL
+$2.33M
5
RTX icon
RTX Corp
RTX
+$2.28M

Sector Composition

1 Technology 20.71%
2 Financials 9.85%
3 Healthcare 7.55%
4 Communication Services 6.2%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$297K 0.02%
3,579
252
$296K 0.02%
5,680
253
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1,697
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256
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258
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259
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260
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261
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262
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263
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264
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267
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272
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273
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274
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275
$224K 0.02%
890
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