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
$1.2B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.78M
3
+$4.61M
4
CRM icon
Salesforce
CRM
+$4.25M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$3.95M

Top Sells

1
+$6.18M
2
+$3.43M
3
+$2.96M
4
PYPL icon
PayPal
PYPL
+$2.33M
5
RTX icon
RTX Corp
RTX
+$2.28M

Sector Composition

1 Technology 20.71%
2 Financials 9.85%
3 Healthcare 7.55%
4 Communication Services 6.2%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.17M 0.18%
18,252
+3,625
127
$2.15M 0.18%
71,493
-4,217
128
$2.14M 0.18%
262,660
+141,676
129
$2.06M 0.17%
15,528
-193
130
$2.06M 0.17%
7,481
+1,627
131
$2.02M 0.17%
65,777
-25,579
132
$1.96M 0.16%
47,639
+8,254
133
$1.95M 0.16%
22,373
-781
134
$1.95M 0.16%
+5,082
135
$1.95M 0.16%
+14,733
136
$1.94M 0.16%
+53,240
137
$1.92M 0.16%
63,142
+10,399
138
$1.9M 0.16%
96,016
-18,583
139
$1.89M 0.16%
21,468
+2,100
140
$1.84M 0.15%
23,547
+2,836
141
$1.82M 0.15%
+43,907
142
$1.8M 0.15%
+10,469
143
$1.78M 0.15%
20,263
+785
144
$1.76M 0.15%
47,705
+9,823
145
$1.72M 0.14%
4,706
+4
146
$1.69M 0.14%
37,364
+1,241
147
$1.69M 0.14%
50,608
-1,598
148
$1.65M 0.14%
59,731
+9,687
149
$1.63M 0.14%
25,437
+5,048
150
$1.6M 0.13%
2
4 5
6
7 8