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
$625M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$2.55M
3
+$1.52M
4
AMZN icon
Amazon
AMZN
+$1.17M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$4.75M
2
+$3.06M
3
+$1.84M
4
PANW icon
Palo Alto Networks
PANW
+$1,000K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$918K

Sector Composition

1 Technology 23.38%
2 Financials 10.02%
3 Healthcare 9.55%
4 Communication Services 8.46%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.34%
49,227
-11,096
77
$2.07M 0.33%
40,027
-4,068
78
$2.07M 0.33%
3,597
+23
79
$2.04M 0.33%
5,781
+1,609
80
$2.04M 0.33%
16,039
-1,991
81
$1.99M 0.32%
53,033
-5,862
82
$1.88M 0.3%
13,992
+313
83
$1.87M 0.3%
6,241
-103
84
$1.84M 0.3%
37,030
-289
85
$1.79M 0.29%
9,324
-154
86
$1.68M 0.27%
15,395
-129
87
$1.67M 0.27%
2,834
+66
88
$1.64M 0.26%
19,868
-8,636
89
$1.63M 0.26%
25,830
-3,990
90
$1.56M 0.25%
7,402
-1,922
91
$1.52M 0.24%
26,764
+6,047
92
$1.49M 0.24%
10,720
+1,131
93
$1.39M 0.22%
12,842
-812
94
$1.36M 0.22%
4,523
+2,034
95
$1.34M 0.21%
79,170
+51,832
96
$1.29M 0.21%
10,925
-103
97
$1.24M 0.2%
12,440
+1,541
98
$1.22M 0.2%
3,399
+66
99
$1.18M 0.19%
5,537
+95
100
$1.17M 0.19%
19,038
+13,574
2 3
4
5 6