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
$965M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.7M
3
+$3.65M
4
LOW icon
Lowe's Companies
LOW
+$2.47M
5
AXP icon
American Express
AXP
+$2.36M

Top Sells

1
+$3.04M
2
+$2.84M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.3M
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$2.23M

Sector Composition

1 Technology 22.8%
2 Financials 10.42%
3 Healthcare 9.04%
4 Consumer Discretionary 7.84%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.86M 1.02%
38,694
+9,703
27
$9.66M 1%
76,901
+6,647
28
$8.88M 0.92%
35,190
-3,361
29
$8.86M 0.92%
90,888
+20,490
30
$8.83M 0.91%
199,907
+47,813
31
$8.77M 0.91%
79,349
+8,593
32
$8.17M 0.85%
9,799
-13
33
$7.78M 0.81%
34,163
+10,368
34
$7.53M 0.78%
72,574
+3,095
35
$7.11M 0.74%
14,372
-15
36
$6.77M 0.7%
139,493
+3,382
37
$6.61M 0.68%
21,936
+4,344
38
$6.56M 0.68%
113,452
+881
39
$6.49M 0.67%
53,014
+3,863
40
$6.48M 0.67%
22,967
+456
41
$6.33M 0.66%
150,932
-14,031
42
$6.19M 0.64%
129,294
-1,499
43
$5.88M 0.61%
139,746
+21,642
44
$5.73M 0.59%
30,017
+10,373
45
$5.66M 0.59%
48,189
-205
46
$5.63M 0.58%
27,314
+166
47
$5.57M 0.58%
13,968
+2,305
48
$5.51M 0.57%
271,243
+80,129
49
$5.37M 0.56%
55,563
+1,039
50
$5.19M 0.54%
32,778
+11,548
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