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
$402M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.67M
3
+$1.47M
4
CVX icon
Chevron
CVX
+$1.43M
5
UPS icon
United Parcel Service
UPS
+$1.25M

Top Sells

1
+$2.33M
2
+$1.59M
3
+$1.53M
4
NVDA icon
NVIDIA
NVDA
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.12M

Sector Composition

1 Technology 19.05%
2 Communication Services 9.29%
3 Healthcare 8.74%
4 Consumer Discretionary 8.2%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.44%
22,349
-6,791
52
$1.73M 0.43%
13,741
-528
53
$1.7M 0.42%
23,564
+19,805
54
$1.61M 0.4%
8,195
-5,584
55
$1.58M 0.39%
35,621
-14,015
56
$1.57M 0.39%
13,748
-685
57
$1.56M 0.39%
17,829
+698
58
$1.56M 0.39%
13,421
+863
59
$1.54M 0.38%
5,538
-539
60
$1.5M 0.37%
4,737
+340
61
$1.43M 0.36%
30,765
-478
62
$1.42M 0.35%
30,462
+14,679
63
$1.41M 0.35%
15,904
-347
64
$1.4M 0.35%
17,154
+2,334
65
$1.38M 0.34%
37,195
+3,002
66
$1.36M 0.34%
22,836
+1,118
67
$1.33M 0.33%
34,896
+134
68
$1.33M 0.33%
16,410
-8,571
69
$1.3M 0.32%
7,663
+1,358
70
$1.28M 0.32%
21,293
+6,319
71
$1.28M 0.32%
7,875
-9,425
72
$1.26M 0.31%
15,092
+8,208
73
$1.25M 0.31%
+7,487
74
$1.21M 0.3%
11,148
+403
75
$1.21M 0.3%
23,297
-18,308
1 2
3
4 5