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
26
$11.8M 0.87%
43,230
+2,741
27
$11.3M 0.84%
11,427
+292
28
$11.3M 0.84%
179,753
+6,906
29
$10.9M 0.81%
39,435
+2,282
30
$10.7M 0.8%
97,490
+3,391
31
$10.7M 0.79%
75,570
+4,354
32
$10.7M 0.79%
74,518
+1,265
33
$10.4M 0.77%
29,211
+1,351
34
$10.3M 0.76%
46,170
+1,637
35
$10M 0.74%
31,353
+186
36
$9.98M 0.74%
202,758
+4,867
37
$9.89M 0.73%
58,885
+418
38
$9.86M 0.73%
142,123
+3,050
39
$9.82M 0.73%
355,666
+37,416
40
$9.47M 0.7%
64,820
+101
41
$9.03M 0.67%
30,633
+460
42
$9.02M 0.67%
90,890
+8,260
43
$8.82M 0.65%
63,600
+2,263
44
$8.79M 0.65%
8,373
+159
45
$8.73M 0.65%
39,350
+900
46
$8.27M 0.61%
198,874
+7,315
47
$8.26M 0.61%
121,158
+6,819
48
$7.98M 0.59%
67,389
+2,839
49
$7.95M 0.59%
415,564
+43,293
50
$7.91M 0.59%
38,650
+879
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