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
$588M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.59M
3
+$2.36M
4
MS icon
Morgan Stanley
MS
+$2.35M
5
META icon
Meta Platforms (Facebook)
META
+$1.94M

Top Sells

1
+$3.53M
2
+$2.06M
3
+$1.7M
4
MRVL icon
Marvell Technology
MRVL
+$1.26M
5
WORK
Slack Technologies, Inc.
WORK
+$1.13M

Sector Composition

1 Technology 21.74%
2 Financials 10.53%
3 Communication Services 9.53%
4 Healthcare 8.32%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.32%
14,895
+641
77
$1.89M 0.32%
44,017
+6,884
78
$1.85M 0.31%
9,422
+434
79
$1.85M 0.31%
18,914
-601
80
$1.76M 0.3%
29,294
+1,329
81
$1.74M 0.3%
29,420
-1,068
82
$1.72M 0.29%
3,003
+86
83
$1.66M 0.28%
6,922
+3,870
84
$1.63M 0.28%
3,629
+22
85
$1.62M 0.28%
20,979
+4,230
86
$1.62M 0.28%
20,346
+17,016
87
$1.62M 0.28%
14,810
+1,855
88
$1.6M 0.27%
4,789
+249
89
$1.58M 0.27%
6,829
+3,193
90
$1.58M 0.27%
7,873
-610
91
$1.54M 0.26%
10,438
-6,720
92
$1.49M 0.25%
30,660
+23,180
93
$1.48M 0.25%
7,289
+3,056
94
$1.45M 0.25%
14,105
+10,482
95
$1.38M 0.24%
7,588
-3,822
96
$1.35M 0.23%
30,235
+3,973
97
$1.3M 0.22%
11,018
-229
98
$1.2M 0.2%
5,245
+4,032
99
$1.14M 0.19%
4,179
-55
100
$1.02M 0.17%
10,784
+192
2 3
4
5 6