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
$965M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.7M
3
+$3.65M
4
LOW icon
Lowe's Companies
LOW
+$2.47M
5
AXP icon
American Express
AXP
+$2.36M

Top Sells

1
+$3.04M
2
+$2.84M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.3M
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$2.23M

Sector Composition

1 Technology 22.8%
2 Financials 10.42%
3 Healthcare 9.04%
4 Consumer Discretionary 7.84%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.9M 0.2%
18,132
+315
102
$1.86M 0.19%
16,378
+132
103
$1.85M 0.19%
4,817
-159
104
$1.77M 0.18%
20,913
+80
105
$1.72M 0.18%
15,996
-925
106
$1.71M 0.18%
6,594
-1,213
107
$1.7M 0.18%
32,933
+604
108
$1.66M 0.17%
21,654
-1,222
109
$1.65M 0.17%
32,910
+2,078
110
$1.64M 0.17%
34,608
+143
111
$1.62M 0.17%
13,898
-1,796
112
$1.6M 0.17%
15,086
+456
113
$1.57M 0.16%
+20,398
114
$1.57M 0.16%
17,664
+372
115
$1.56M 0.16%
16,818
116
$1.53M 0.16%
36,523
-133
117
$1.52M 0.16%
31,478
+10,293
118
$1.52M 0.16%
17,625
+830
119
$1.52M 0.16%
19,510
-1,272
120
$1.51M 0.16%
14,979
+543
121
$1.5M 0.16%
76,922
-1,040
122
$1.49M 0.15%
7,096
+2
123
$1.49M 0.15%
27,504
+1,092
124
$1.46M 0.15%
41,912
+1,807
125
$1.44M 0.15%
16,697
-436
3 4
5
6 7