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
251
$362K 0.02%
1,395
+15
252
$351K 0.02%
1,074
-320
253
$333K 0.02%
2,720
+25
254
$330K 0.02%
2,797
+16
255
$329K 0.02%
879
256
$323K 0.02%
4,830
257
$323K 0.02%
4,812
+74
258
$322K 0.02%
1,697
259
$321K 0.02%
3,579
260
$308K 0.02%
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261
$308K 0.02%
10,896
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262
$284K 0.02%
673
263
$279K 0.02%
950
264
$274K 0.02%
6,390
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265
$272K 0.02%
4,884
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266
$271K 0.02%
1,444
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267
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268
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269
$263K 0.02%
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$252K 0.02%
1,336
272
$248K 0.02%
827
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273
$248K 0.02%
1,860
274
$246K 0.02%
5,388
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275
$245K 0.02%
+3,068
8 9 10
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