KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.35B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.28M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.26M

Top Sells

1
+$529K
2
+$388K
3
+$378K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$372K
5
TSLA icon
Tesla
TSLA
+$262K

Sector Composition

1 Technology 24.38%
2 Financials 10.17%
3 Communication Services 6.91%
4 Healthcare 6.07%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.54M 0.24%
73,315
+2,207
102
$3.49M 0.23%
109,376
-12,207
103
$3.37M 0.23%
132,248
+11,653
104
$3.19M 0.21%
11,075
+408
105
$3.08M 0.21%
46,689
+2,582
106
$3.04M 0.2%
17,030
+639
107
$3.01M 0.2%
60,966
+1,874
108
$2.98M 0.2%
20,232
+109
109
$2.97M 0.2%
51,824
+216
110
$2.87M 0.19%
25,838
+1,457
111
$2.85M 0.19%
18,376
+58
112
$2.82M 0.19%
20,758
+389
113
$2.81M 0.19%
5,790
+261
114
$2.75M 0.18%
23,224
+455
115
$2.75M 0.18%
9,034
+100
116
$2.73M 0.18%
65,028
-3,531
117
$2.68M 0.18%
294,238
+2,079
118
$2.64M 0.18%
33,853
-365
119
$2.62M 0.18%
14,036
+1
120
$2.6M 0.17%
23,059
+4,929
121
$2.58M 0.17%
7,051
-1,501
122
$2.51M 0.17%
27,180
+530
123
$2.5M 0.17%
29,986
+3,809
124
$2.49M 0.17%
26,617
125
$2.47M 0.17%
49,638
+3,536
3 4
5
6 7