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
$1.21B
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$3.27M
3
+$2.39M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$2.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.18M

Top Sells

1
+$3.07M
2
+$2.55M
3
+$2.29M
4
MDT icon
Medtronic
MDT
+$1.68M
5
AB icon
AllianceBernstein
AB
+$1.62M

Sector Composition

1 Technology 22%
2 Financials 9.99%
3 Healthcare 7.04%
4 Communication Services 6.9%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.8M 0.23%
8,693
-6
102
$2.74M 0.23%
9,459
-528
103
$2.62M 0.22%
9,471
+226
104
$2.58M 0.21%
22,417
+3,249
105
$2.49M 0.21%
33,350
-639
106
$2.48M 0.21%
43,927
+2,292
107
$2.47M 0.2%
70,182
+6,043
108
$2.45M 0.2%
45,045
+2,749
109
$2.37M 0.2%
+46,663
110
$2.36M 0.2%
4,535
+567
111
$2.35M 0.19%
25,702
-1,374
112
$2.33M 0.19%
235,060
-15,272
113
$2.3M 0.19%
48,376
+3,904
114
$2.29M 0.19%
17,723
+1,537
115
$2.28M 0.19%
21,394
+5,378
116
$2.26M 0.19%
75,710
+8,895
117
$2.25M 0.19%
19,368
+1,537
118
$2.23M 0.18%
237,031
+87,454
119
$2.21M 0.18%
45,381
+3,689
120
$2.17M 0.18%
114,599
-1,996
121
$2.16M 0.18%
12,757
+1
122
$2.12M 0.18%
17,576
+1,737
123
$2.11M 0.17%
11,545
+6,341
124
$2.08M 0.17%
23,154
+1,382
125
$2.05M 0.17%
18,017
+2,960
3 4
5
6 7