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
$625M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$2.55M
3
+$1.52M
4
AMZN icon
Amazon
AMZN
+$1.17M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$4.75M
2
+$3.06M
3
+$1.84M
4
PANW icon
Palo Alto Networks
PANW
+$1,000K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$918K

Sector Composition

1 Technology 23.38%
2 Financials 10.02%
3 Healthcare 9.55%
4 Communication Services 8.46%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.49%
8,141
+2,979
52
$2.99M 0.48%
13,409
+2,917
53
$2.96M 0.47%
121,164
-16,869
54
$2.92M 0.47%
12,127
+2,105
55
$2.85M 0.46%
159,796
-49,862
56
$2.71M 0.43%
98,319
-7,897
57
$2.69M 0.43%
141,214
-29,175
58
$2.65M 0.42%
29,117
-4,602
59
$2.6M 0.42%
23,270
+4,393
60
$2.59M 0.41%
5,791
-93
61
$2.54M 0.41%
21,505
+701
62
$2.52M 0.4%
19,143
-5,070
63
$2.5M 0.4%
23,019
-528
64
$2.45M 0.39%
11,433
+3,240
65
$2.39M 0.38%
18,389
-4,899
66
$2.39M 0.38%
11,820
+1,913
67
$2.36M 0.38%
16,900
+360
68
$2.35M 0.37%
18,272
-227
69
$2.33M 0.37%
31,924
+4,411
70
$2.33M 0.37%
9,723
+198
71
$2.33M 0.37%
10,146
-1,209
72
$2.28M 0.36%
19,676
-1,154
73
$2.26M 0.36%
25,809
-7,655
74
$2.22M 0.35%
16,347
-1,798
75
$2.19M 0.35%
9,611
-245
1 2
3
4 5