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
251
$343K 0.03%
1,380
+20
252
$323K 0.02%
3,579
253
$316K 0.02%
2,695
-132
254
$315K 0.02%
10,890
-98
255
$314K 0.02%
879
256
$310K 0.02%
3,729
+171
257
$308K 0.02%
1,697
258
$305K 0.02%
2,781
259
$297K 0.02%
1,153
-571
260
$294K 0.02%
673
261
$294K 0.02%
193
262
$293K 0.02%
950
263
$269K 0.02%
+5,167
264
$266K 0.02%
2,478
265
$262K 0.02%
5,983
266
$262K 0.02%
3,462
267
$261K 0.02%
1,911
-4
268
$254K 0.02%
5,680
269
$251K 0.02%
6,137
-210
270
$250K 0.02%
+2,949
271
$246K 0.02%
890
272
$236K 0.02%
531
+20
273
$236K 0.02%
+1,860
274
$234K 0.02%
1,282
-92
275
$233K 0.02%
3,279
-276
8 9 10
11
12