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
$965M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.7M
3
+$3.65M
4
LOW icon
Lowe's Companies
LOW
+$2.47M
5
AXP icon
American Express
AXP
+$2.36M

Top Sells

1
+$3.04M
2
+$2.84M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.3M
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$2.23M

Sector Composition

1 Technology 22.8%
2 Financials 10.42%
3 Healthcare 9.04%
4 Consumer Discretionary 7.84%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.51%
37,579
-566
52
$4.91M 0.51%
61,515
-4,080
53
$4.85M 0.5%
27,704
-106
54
$4.83M 0.5%
8,674
-55
55
$4.37M 0.45%
15,479
+286
56
$4.25M 0.44%
27,942
-207
57
$4.21M 0.44%
52,347
+4,596
58
$4.17M 0.43%
84,864
+13
59
$3.89M 0.4%
77,970
-41,424
60
$3.89M 0.4%
79,377
-117
61
$3.86M 0.4%
5,275
+1,592
62
$3.8M 0.39%
13,627
+20
63
$3.68M 0.38%
10,917
-356
64
$3.67M 0.38%
10,019
-8,295
65
$3.67M 0.38%
49,480
+347
66
$3.6M 0.37%
24,242
+1,018
67
$3.48M 0.36%
30,492
-34
68
$3.48M 0.36%
9,571
+187
69
$3.43M 0.36%
36,700
-490
70
$3.36M 0.35%
65,553
+1,373
71
$3.32M 0.34%
35,219
+1,711
72
$3.28M 0.34%
13,692
73
$3.28M 0.34%
130,835
+28,627
74
$3.16M 0.33%
5,198
+527
75
$3.08M 0.32%
231,578
+4,079
1 2
3
4 5