KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.93M
3
+$953K
4
BSX icon
Boston Scientific
BSX
+$924K
5
XYZ
Block Inc
XYZ
+$891K

Top Sells

1
+$2.67M
2
+$2.06M
3
+$1.53M
4
NTGR icon
NETGEAR
NTGR
+$761K
5
MRK icon
Merck
MRK
+$751K

Sector Composition

1 Technology 14.32%
2 Financials 9.79%
3 Communication Services 8.34%
4 Consumer Discretionary 6.9%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$164K 0.05%
2,952
-379
127
$140K 0.04%
11,006
128
$15K ﹤0.01%
+10,200
129
– –
-5,195
130
– –
-11,548
131
– –
-8,102
132
– –
-4,331
133
– –
-23,632
134
– –
-3,918
135
– –
-15,441
2 3 4 5
6