KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.56M
3
+$3.45M
4
PLTR icon
Palantir
PLTR
+$1.83M
5
DOW icon
Dow Inc
DOW
+$1.62M

Top Sells

1
+$3.4M
2
+$2.82M
3
+$2.55M
4
CLF icon
Cleveland-Cliffs
CLF
+$2.26M
5
DVN icon
Devon Energy
DVN
+$1.63M

Sector Composition

1 Technology 23.05%
2 Financials 10.32%
3 Communication Services 6.53%
4 Healthcare 6.39%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.21M 0.24%
109,018
+3,515
102
$3.16M 0.23%
50,500
+779
103
$2.92M 0.22%
120,595
+4,434
104
$2.9M 0.22%
8,552
105
$2.81M 0.21%
53,485
+1,712
106
$2.79M 0.21%
18,318
+391
107
$2.71M 0.2%
68,559
-1,041
108
$2.68M 0.2%
24,381
+1,158
109
$2.66M 0.2%
51,608
+3,690
110
$2.65M 0.2%
44,107
+3,846
111
$2.65M 0.2%
20,123
+656
112
$2.65M 0.2%
34,218
+602
113
$2.64M 0.2%
26,177
+2
114
$2.61M 0.19%
8,934
-193
115
$2.58M 0.19%
59,092
+5,852
116
$2.56M 0.19%
292,159
+29,499
117
$2.48M 0.18%
14,035
118
$2.43M 0.18%
20,369
+953
119
$2.43M 0.18%
22,769
+1,301
120
$2.38M 0.18%
26,617
+1
121
$2.34M 0.17%
42,487
-980
122
$2.27M 0.17%
7,481
123
$2.27M 0.17%
46,102
+4
124
$2.26M 0.17%
26,650
+3,103
125
$2.25M 0.17%
74,569
+3,076
3 4
5
6 7