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
$588M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.59M
3
+$2.36M
4
MS icon
Morgan Stanley
MS
+$2.35M
5
META icon
Meta Platforms (Facebook)
META
+$1.94M

Top Sells

1
+$3.53M
2
+$2.06M
3
+$1.7M
4
MRVL icon
Marvell Technology
MRVL
+$1.26M
5
WORK
Slack Technologies, Inc.
WORK
+$1.13M

Sector Composition

1 Technology 21.74%
2 Financials 10.53%
3 Communication Services 9.53%
4 Healthcare 8.32%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$388K 0.07%
27,372
-2,160
152
$372K 0.06%
4,547
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153
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154
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155
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156
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160
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161
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162
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164
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165
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166
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169
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170
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172
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173
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174
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2,774
175
$269K 0.05%
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