KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.56M
3
+$3.45M
4
PLTR icon
Palantir
PLTR
+$1.83M
5
DOW icon
Dow Inc
DOW
+$1.62M

Top Sells

1
+$3.4M
2
+$2.82M
3
+$2.55M
4
CLF icon
Cleveland-Cliffs
CLF
+$2.26M
5
DVN icon
Devon Energy
DVN
+$1.63M

Sector Composition

1 Technology 23.05%
2 Financials 10.32%
3 Communication Services 6.53%
4 Healthcare 6.39%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.3M 0.32%
13,526
+480
77
$4.22M 0.31%
53,278
-674
78
$4.12M 0.31%
9,695
-24
79
$4.1M 0.3%
83,309
-7,562
80
$4.09M 0.3%
14,330
-40
81
$4.08M 0.3%
11,632
+1,163
82
$4.04M 0.3%
93,424
-4,534
83
$3.94M 0.29%
111,593
+8,615
84
$3.93M 0.29%
31,703
-27,404
85
$3.92M 0.29%
36,506
-1,377
86
$3.69M 0.27%
39,574
+6,256
87
$3.69M 0.27%
18,338
+364
88
$3.65M 0.27%
32,625
-767
89
$3.6M 0.27%
160,772
+2,845
90
$3.55M 0.26%
121,583
+12,218
91
$3.55M 0.26%
60,517
+894
92
$3.54M 0.26%
9,115
+231
93
$3.53M 0.26%
10,667
+439
94
$3.52M 0.26%
8,039
95
$3.52M 0.26%
71,431
+1,514
96
$3.48M 0.26%
6,961
+242
97
$3.43M 0.25%
16,387
+1,886
98
$3.37M 0.25%
27,466
+1,452
99
$3.28M 0.24%
24,875
-967
100
$3.22M 0.24%
71,108
+3,485
2 3
4
5 6