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
$1.21B
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$3.27M
3
+$2.39M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$2.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.18M

Top Sells

1
+$3.07M
2
+$2.55M
3
+$2.29M
4
MDT icon
Medtronic
MDT
+$1.68M
5
AB icon
AllianceBernstein
AB
+$1.62M

Sector Composition

1 Technology 22%
2 Financials 9.99%
3 Healthcare 7.04%
4 Communication Services 6.9%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.17M 0.34%
33,142
-1,603
77
$4.06M 0.34%
147,496
+13,417
78
$4M 0.33%
9,953
-543
79
$3.96M 0.33%
4,440
-457
80
$3.89M 0.32%
25,564
-1,771
81
$3.8M 0.31%
14,090
+449
82
$3.71M 0.31%
135,488
-3,164
83
$3.64M 0.3%
37,596
-3,540
84
$3.52M 0.29%
41,279
-1,188
85
$3.5M 0.29%
57,858
+419
86
$3.46M 0.29%
65,014
+3,273
87
$3.37M 0.28%
62,106
+4,892
88
$3.36M 0.28%
17,434
+918
89
$3.27M 0.27%
+28,749
90
$3.24M 0.27%
129,123
-4,730
91
$3.12M 0.26%
112,110
+8,962
92
$3.11M 0.26%
94,986
+59,086
93
$3.1M 0.26%
7,549
-515
94
$3.07M 0.25%
85,610
+5,375
95
$3.05M 0.25%
63,794
+4,406
96
$2.97M 0.25%
6,321
+561
97
$2.88M 0.24%
143,067
-7,134
98
$2.87M 0.24%
91,356
-3,122
99
$2.84M 0.24%
40,372
-430
100
$2.81M 0.23%
105,809
+5,917
2 3
4
5 6