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
$328M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.96M
3
+$1.08M
4
BSX icon
Boston Scientific
BSX
+$999K
5
SNAP icon
Snap
SNAP
+$938K

Top Sells

1
+$2.82M
2
+$2.35M
3
+$1.53M
4
MRK icon
Merck
MRK
+$794K
5
NTGR icon
NETGEAR
NTGR
+$761K

Sector Composition

1 Technology 14.32%
2 Financials 9.79%
3 Communication Services 8.34%
4 Consumer Discretionary 6.9%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.11%
+17,425
102
$346K 0.11%
2,869
-4,470
103
$337K 0.1%
7,021
104
$330K 0.1%
10,990
-18,242
105
$325K 0.1%
4,660
-1,550
106
$323K 0.1%
9,181
107
$300K 0.09%
4,340
108
$290K 0.09%
+3,585
109
$285K 0.09%
4,806
-470
110
$277K 0.08%
9,826
111
$261K 0.08%
+17,402
112
$254K 0.08%
12,495
113
$244K 0.07%
1,160
114
$242K 0.07%
6,114
+645
115
$241K 0.07%
5,865
-705
116
$229K 0.07%
+4,374
117
$229K 0.07%
+2,405
118
$226K 0.07%
3,380
-1,000
119
$221K 0.07%
+4,125
120
$219K 0.07%
1,950
121
$216K 0.07%
+2,581
122
$215K 0.07%
2,641
123
$208K 0.06%
+1,108
124
$206K 0.06%
+1,397
125
$191K 0.06%
+10,125
2 3 4
5
6