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
$1.21B
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$3.27M
3
+$2.39M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$2.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.18M

Top Sells

1
+$3.07M
2
+$2.55M
3
+$2.29M
4
MDT icon
Medtronic
MDT
+$1.68M
5
AB icon
AllianceBernstein
AB
+$1.62M

Sector Composition

1 Technology 22%
2 Financials 9.99%
3 Healthcare 7.04%
4 Communication Services 6.9%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.99M 0.16%
35,210
+4,144
127
$1.98M 0.16%
26,246
-601
128
$1.96M 0.16%
21,208
+2,452
129
$1.89M 0.16%
20,711
+1,601
130
$1.84M 0.15%
7,064
-374
131
$1.83M 0.15%
4,702
-145
132
$1.83M 0.15%
52,206
+1,466
133
$1.81M 0.15%
+66,262
134
$1.8M 0.15%
34,522
+183
135
$1.78M 0.15%
15,721
-363
136
$1.76M 0.15%
19,478
+243
137
$1.71M 0.14%
+39,385
138
$1.7M 0.14%
18,769
+2,171
139
$1.7M 0.14%
5,854
140
$1.63M 0.14%
+50,044
141
$1.63M 0.14%
73,511
+7,495
142
$1.62M 0.13%
+52,743
143
$1.61M 0.13%
+4,720
144
$1.59M 0.13%
20,594
+3
145
$1.59M 0.13%
36,123
+35
146
$1.57M 0.13%
14,627
-1,299
147
$1.57M 0.13%
66,183
+7,503
148
$1.57M 0.13%
25,608
+263
149
$1.55M 0.13%
32,386
-2,274
150
$1.55M 0.13%
6,999
+10
4 5
6
7 8