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
$328M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.96M
3
+$1.08M
4
BSX icon
Boston Scientific
BSX
+$999K
5
SNAP icon
Snap
SNAP
+$938K

Top Sells

1
+$2.82M
2
+$2.35M
3
+$1.53M
4
MRK icon
Merck
MRK
+$794K
5
NTGR icon
NETGEAR
NTGR
+$761K

Sector Composition

1 Technology 14.32%
2 Financials 9.79%
3 Communication Services 8.34%
4 Consumer Discretionary 6.9%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.39%
29,254
+1,555
52
$1.14M 0.35%
12,873
+288
53
$1.14M 0.35%
15,281
-9,145
54
$1.13M 0.35%
10,480
+2,398
55
$1.11M 0.34%
6,298
+150
56
$1.08M 0.33%
+183,280
57
$999K 0.3%
6,144
-350
58
$999K 0.3%
+22,089
59
$961K 0.29%
4,399
+3,527
60
$959K 0.29%
4,236
-2,401
61
$943K 0.29%
6,465
-772
62
$938K 0.29%
+57,424
63
$929K 0.28%
+4,009
64
$910K 0.28%
29,610
+8,620
65
$882K 0.27%
+94,818
66
$879K 0.27%
+5,961
67
$872K 0.27%
+13,946
68
$848K 0.26%
+19,706
69
$824K 0.25%
+16,291
70
$820K 0.25%
15,249
-3,641
71
$815K 0.25%
32,197
+13,492
72
$811K 0.25%
+6,056
73
$776K 0.24%
2,640
74
$773K 0.24%
9,106
75
$739K 0.23%
12,680
-2,960
1 2
3
4 5