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
$328M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.96M
3
+$1.08M
4
BSX icon
Boston Scientific
BSX
+$999K
5
SNAP icon
Snap
SNAP
+$938K

Top Sells

1
+$2.82M
2
+$2.35M
3
+$1.53M
4
MRK icon
Merck
MRK
+$794K
5
NTGR icon
NETGEAR
NTGR
+$761K

Sector Composition

1 Technology 14.32%
2 Financials 9.79%
3 Communication Services 8.34%
4 Consumer Discretionary 6.9%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$725K 0.22%
16,815
-765
77
$707K 0.22%
7,021
78
$669K 0.2%
17,809
-15,589
79
$643K 0.2%
7,663
+1,106
80
$626K 0.19%
41,508
81
$588K 0.18%
4,583
82
$576K 0.18%
3,255
-230
83
$542K 0.17%
6,237
-185
84
$511K 0.16%
8,015
85
$480K 0.15%
4,892
-799
86
$474K 0.14%
15,407
-1,385
87
$460K 0.14%
3,499
-200
88
$457K 0.14%
2,545
89
$444K 0.14%
5,360
90
$441K 0.13%
3,712
-70
91
$414K 0.13%
1,689
+38
92
$407K 0.12%
11,113
-16,480
93
$406K 0.12%
6,332
+1,312
94
$383K 0.12%
10,670
95
$378K 0.12%
+7,418
96
$375K 0.11%
7,083
97
$366K 0.11%
2,199
-860
98
$362K 0.11%
3,174
99
$357K 0.11%
3,150
100
$353K 0.11%
2,946
2 3
4
5 6