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
$625M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$2.55M
3
+$1.52M
4
AMZN icon
Amazon
AMZN
+$1.17M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$4.75M
2
+$3.06M
3
+$1.84M
4
PANW icon
Palo Alto Networks
PANW
+$1,000K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$918K

Sector Composition

1 Technology 23.38%
2 Financials 10.02%
3 Healthcare 9.55%
4 Communication Services 8.46%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$771K 0.12%
+21,158
127
$720K 0.12%
16,757
+227
128
$717K 0.11%
3,684
-147
129
$682K 0.11%
+7,258
130
$652K 0.1%
1,357
-100
131
$641K 0.1%
27,269
+11,729
132
$641K 0.1%
+11,996
133
$637K 0.1%
5,992
-1,140
134
$636K 0.1%
+9,980
135
$628K 0.1%
8,654
+100
136
$626K 0.1%
24,933
+7
137
$622K 0.1%
5,910
+1,112
138
$592K 0.09%
3,581
+2
139
$591K 0.09%
+13,207
140
$582K 0.09%
3,587
+387
141
$566K 0.09%
22,100
142
$564K 0.09%
2,369
-24
143
$541K 0.09%
+5,949
144
$540K 0.09%
10,433
-4,950
145
$535K 0.09%
14,982
-14,894
146
$534K 0.09%
10,131
+169
147
$517K 0.08%
1,242
+11
148
$488K 0.08%
11,827
-967
149
$481K 0.08%
15,850
+1,850
150
$478K 0.08%
5,900
4 5
6
7 8