KFP
KMG Fiduciary Partners Portfolio holdings
AUM
$1.41B
1-Year Est. Return
23.19%
This Fund
S&P 500
1 Year Est. Return
+23.19%
AUM
$1.41B
AUM Growth
-$83.5M
(-5.6%)
Holding
306
Top Buys
| 1 | +$1.95M | |
| 2 | +$1.91M | |
| 3 | +$1.74M | |
| 4 |
Honeywell
HON
|
+$1.74M |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
+$1.68M |
Top Sells
| 1 | +$25M | |
| 2 | +$12.3M | |
| 3 | +$11.7M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$4.41M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$4.37M |
Sector Composition
| 1 | Technology | 24.66% |
| 2 | Financials | 11.1% |
| 3 | Communication Services | 7.79% |
| 4 | Healthcare | 7.64% |
| 5 | Consumer Discretionary | 6.2% |
