KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.56M
3
+$3.45M
4
PLTR icon
Palantir
PLTR
+$1.83M
5
DOW icon
Dow Inc
DOW
+$1.62M

Top Sells

1
+$3.4M
2
+$2.82M
3
+$2.55M
4
CLF icon
Cleveland-Cliffs
CLF
+$2.26M
5
DVN icon
Devon Energy
DVN
+$1.63M

Sector Composition

1 Technology 23.05%
2 Financials 10.32%
3 Communication Services 6.53%
4 Healthcare 6.39%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.24M 0.17%
5,529
+491
127
$2.2M 0.16%
21,380
+525
128
$2.2M 0.16%
5,677
+595
129
$2.17M 0.16%
4,270
+189
130
$2.15M 0.16%
50,055
+2,416
131
$2.12M 0.16%
15,564
+36
132
$1.99M 0.15%
20,394
+131
133
$1.96M 0.15%
7,019
-138
134
$1.95M 0.14%
18,130
-122
135
$1.93M 0.14%
43,907
136
$1.92M 0.14%
62,643
-3,134
137
$1.92M 0.14%
95,459
-557
138
$1.91M 0.14%
41,364
+1,961
139
$1.86M 0.14%
16,391
+1,658
140
$1.85M 0.14%
37,369
+5
141
$1.83M 0.14%
+13,391
142
$1.81M 0.13%
11,833
-18,434
143
$1.81M 0.13%
68,165
+61,070
144
$1.8M 0.13%
48,842
-1,766
145
$1.8M 0.13%
50,420
+2,715
146
$1.74M 0.13%
27,144
+1,349
147
$1.73M 0.13%
4,723
+17
148
$1.73M 0.13%
66,832
+3,690
149
$1.71M 0.13%
69,548
+2,258
150
$1.68M 0.12%
25,308
-129
4 5
6
7 8