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
$1.21B
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$3.27M
3
+$2.39M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$2.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.18M

Top Sells

1
+$3.07M
2
+$2.55M
3
+$2.29M
4
MDT icon
Medtronic
MDT
+$1.68M
5
AB icon
AllianceBernstein
AB
+$1.62M

Sector Composition

1 Technology 22%
2 Financials 9.99%
3 Healthcare 7.04%
4 Communication Services 6.9%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.33M 0.52%
56,878
+1,453
52
$6.18M 0.51%
128,500
+13,282
53
$6.07M 0.5%
105,527
-677
54
$5.98M 0.49%
25,776
+10,314
55
$5.89M 0.49%
32,355
+1,407
56
$5.83M 0.48%
14,438
-1,052
57
$5.66M 0.47%
43,748
+1,716
58
$5.61M 0.46%
52,097
+2,705
59
$5.46M 0.45%
37,750
+2,025
60
$5.41M 0.45%
135,400
+2,574
61
$5.25M 0.43%
27,570
+367
62
$5.1M 0.42%
254,493
-63,140
63
$5M 0.41%
50,213
+14,161
64
$4.79M 0.4%
106,683
+44,767
65
$4.68M 0.39%
37,083
-9,351
66
$4.65M 0.38%
14,703
+770
67
$4.6M 0.38%
8,085
-181
68
$4.59M 0.38%
28,239
+1,939
69
$4.57M 0.38%
36,243
-68
70
$4.46M 0.37%
54,513
+3,257
71
$4.45M 0.37%
16,880
+924
72
$4.32M 0.36%
53,828
-300
73
$4.22M 0.35%
35,631
-35
74
$4.2M 0.35%
81,168
+4,823
75
$4.19M 0.35%
85,495
-5,875
1 2
3
4 5