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
$965M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.7M
3
+$3.65M
4
LOW icon
Lowe's Companies
LOW
+$2.47M
5
AXP icon
American Express
AXP
+$2.36M

Top Sells

1
+$3.04M
2
+$2.84M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.3M
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$2.23M

Sector Composition

1 Technology 22.8%
2 Financials 10.42%
3 Healthcare 9.04%
4 Consumer Discretionary 7.84%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.43M 0.15%
16,366
+627
127
$1.41M 0.15%
47,631
+2,508
128
$1.39M 0.14%
25,156
+86
129
$1.37M 0.14%
41,511
+2,119
130
$1.33M 0.14%
5,825
-66
131
$1.27M 0.13%
13,525
+11,257
132
$1.27M 0.13%
2
133
$1.26M 0.13%
7,012
-32
134
$1.24M 0.13%
8,312
+540
135
$1.18M 0.12%
25,046
136
$1.11M 0.12%
10,323
-17
137
$1.1M 0.11%
18,327
+1,374
138
$1.09M 0.11%
7,843
139
$1.06M 0.11%
14,686
+61
140
$1.06M 0.11%
17,075
+525
141
$1.03M 0.11%
125,733
-273,784
142
$994K 0.1%
5,705
+802
143
$984K 0.1%
8,315
144
$976K 0.1%
6,257
145
$911K 0.09%
19,823
+89
146
$905K 0.09%
5,425
+181
147
$900K 0.09%
10,510
-299
148
$897K 0.09%
1,534
149
$892K 0.09%
5,196
-156
150
$891K 0.09%
43,806
4 5
6
7 8