KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.35B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.28M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.26M

Top Sells

1
+$529K
2
+$388K
3
+$378K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$372K
5
TSLA icon
Tesla
TSLA
+$262K

Sector Composition

1 Technology 24.38%
2 Financials 10.17%
3 Communication Services 6.91%
4 Healthcare 6.07%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.46M 0.17%
7,503
+22
127
$2.43M 0.16%
6,003
+1,280
128
$2.33M 0.16%
4,747
+477
129
$2.33M 0.16%
50,914
+859
130
$2.27M 0.15%
39,522
-2,965
131
$2.19M 0.15%
11,821
-12
132
$2.17M 0.15%
71,702
-2,867
133
$2.15M 0.14%
6,082
+405
134
$2.12M 0.14%
21,919
+539
135
$2.11M 0.14%
20,435
+41
136
$2.06M 0.14%
+40,588
137
$2.03M 0.14%
37,376
+7
138
$2.01M 0.13%
43,907
139
$2.01M 0.13%
63,506
+863
140
$2.01M 0.13%
10,998
-2,393
141
$1.95M 0.13%
14,553
-1,011
142
$1.92M 0.13%
42,558
+1,194
143
$1.92M 0.13%
6,793
-226
144
$1.9M 0.13%
69,705
+3,509
145
$1.89M 0.13%
54,004
+1,494
146
$1.87M 0.13%
27,165
+21
147
$1.87M 0.13%
96,553
+1,094
148
$1.83M 0.12%
46,286
-2,556
149
$1.82M 0.12%
69,834
+3,002
150
$1.82M 0.12%
25,985
+677
4 5
6
7 8