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
26
$9.92M 0.82%
68,478
-504
27
$9.77M 0.81%
10,666
+501
28
$9.54M 0.79%
32,127
-621
29
$9.49M 0.79%
81,969
+487
30
$9.46M 0.78%
79,977
+2,141
31
$9.09M 0.75%
153,695
+22,903
32
$9.07M 0.75%
185,441
+8,991
33
$8.96M 0.74%
36,294
+90
34
$8.71M 0.72%
147,187
+3,920
35
$8.71M 0.72%
85,793
+3,289
36
$8.69M 0.72%
+8,480
37
$8.24M 0.68%
24,648
+549
38
$7.62M 0.63%
125,970
+28
39
$7.44M 0.62%
14,249
+21
40
$7.39M 0.61%
76,259
+11,876
41
$7.3M 0.6%
57,623
+1,309
42
$7.24M 0.6%
62,810
-540
43
$7.23M 0.6%
59,846
+2,494
44
$7.03M 0.58%
13,899
-53
45
$7.02M 0.58%
257,192
+29,730
46
$6.95M 0.58%
166,482
+6,336
47
$6.92M 0.57%
61,741
+3,636
48
$6.86M 0.57%
31,228
-133
49
$6.8M 0.56%
101,795
+6,416
50
$6.38M 0.53%
338,084
+35,901
1
2
3 4 5