KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.35B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.28M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.26M

Top Sells

1
+$529K
2
+$388K
3
+$378K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$372K
5
TSLA icon
Tesla
TSLA
+$262K

Sector Composition

1 Technology 24.38%
2 Financials 10.17%
3 Communication Services 6.91%
4 Healthcare 6.07%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.15M 0.55%
424,447
+8,883
52
$8.08M 0.54%
39,482
+572
53
$7.87M 0.53%
30,221
+1,457
54
$7.47M 0.5%
60,362
+5,585
55
$7.07M 0.47%
50,632
+296
56
$6.96M 0.47%
15,563
+1,098
57
$6.55M 0.44%
185,650
+844
58
$6.52M 0.44%
26,771
-198
59
$6.35M 0.43%
35,654
-238
60
$6.28M 0.42%
18,419
+288
61
$5.95M 0.4%
151,833
+13,566
62
$5.68M 0.38%
12,771
-755
63
$5.65M 0.38%
99,035
+4,707
64
$5.62M 0.38%
16,268
+1,383
65
$5.52M 0.37%
34,756
66
$5.41M 0.36%
161,268
+496
67
$5.32M 0.36%
44,350
-900
68
$5.3M 0.36%
99,984
+8,690
69
$5.29M 0.35%
62,851
-127
70
$5.19M 0.35%
34,420
+322
71
$4.92M 0.33%
59,737
+1,350
72
$4.79M 0.32%
84,474
+1,165
73
$4.64M 0.31%
82,133
+1,861
74
$4.56M 0.31%
95,810
+2,621
75
$4.52M 0.3%
9,649
-46
1 2
3
4 5