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
$402M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.67M
3
+$1.47M
4
CVX icon
Chevron
CVX
+$1.43M
5
UPS icon
United Parcel Service
UPS
+$1.25M

Top Sells

1
+$2.33M
2
+$1.59M
3
+$1.53M
4
NVDA icon
NVIDIA
NVDA
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.12M

Sector Composition

1 Technology 19.05%
2 Communication Services 9.29%
3 Healthcare 8.74%
4 Consumer Discretionary 8.2%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$625K 0.16%
17,652
+74
102
$608K 0.15%
5,244
-166
103
$593K 0.15%
13,060
+270
104
$578K 0.14%
11,912
+64
105
$564K 0.14%
15,432
+55
106
$558K 0.14%
+3,362
107
$548K 0.14%
3,839
+95
108
$540K 0.13%
+8,500
109
$530K 0.13%
3,218
+141
110
$522K 0.13%
14,732
-2,277
111
$502K 0.12%
3,392
+67
112
$496K 0.12%
2,813
-69
113
$480K 0.12%
8,035
+170
114
$457K 0.11%
1,400
115
$438K 0.11%
3,063
-2,862
116
$396K 0.1%
8,716
+66
117
$389K 0.1%
4,700
-72
118
$380K 0.09%
3,254
+32
119
$373K 0.09%
7,052
120
$367K 0.09%
10,295
-295
121
$358K 0.09%
14,887
+463
122
$354K 0.09%
1,656
+2
123
$340K 0.08%
2,882
-554
124
$326K 0.08%
+3,198
125
$321K 0.08%
13,277
+117
2 3 4
5
6