KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.56M
3
+$3.45M
4
PLTR icon
Palantir
PLTR
+$1.83M
5
DOW icon
Dow Inc
DOW
+$1.62M

Top Sells

1
+$3.4M
2
+$2.82M
3
+$2.55M
4
CLF icon
Cleveland-Cliffs
CLF
+$2.26M
5
DVN icon
Devon Energy
DVN
+$1.63M

Sector Composition

1 Technology 23.05%
2 Financials 10.32%
3 Communication Services 6.53%
4 Healthcare 6.39%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.86M 0.58%
14,465
+521
52
$7.86M 0.58%
28,764
+12
53
$7.76M 0.58%
138,267
+63,470
54
$7.43M 0.55%
67,967
+3,673
55
$7.12M 0.53%
38,910
+1,171
56
$6.65M 0.49%
50,336
+2,462
57
$6.46M 0.48%
54,777
-35
58
$6.15M 0.46%
184,806
+12,356
59
$6.06M 0.45%
45,250
+1,570
60
$5.52M 0.41%
35,892
-256
61
$5.36M 0.4%
94,328
-2,287
62
$5.29M 0.39%
18,131
+479
63
$5.22M 0.39%
62,978
+2,465
64
$4.9M 0.36%
34,756
+1,683
65
$4.82M 0.36%
91,294
+2,289
66
$4.79M 0.36%
+69,441
67
$4.78M 0.35%
26,969
-128
68
$4.7M 0.35%
58,387
+1,451
69
$4.64M 0.34%
14,885
-4,006
70
$4.39M 0.32%
93,189
+9,167
71
$4.38M 0.32%
34,098
+1,446
72
$4.36M 0.32%
80,272
+6,867
73
$4.31M 0.32%
7,616
-303
74
$4.3M 0.32%
171,720
+9,991
75
$4.3M 0.32%
86,808
+725
1 2
3
4 5