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
$646M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.2M
3
+$2.08M
4
XYZ
Block Inc
XYZ
+$1.81M
5
CAT icon
Caterpillar
CAT
+$1.71M

Top Sells

1
+$3.65M
2
+$1.95M
3
+$1.91M
4
ADM icon
Archer Daniels Midland
ADM
+$1.76M
5
DE icon
Deere & Co
DE
+$1.6M

Sector Composition

1 Technology 24.56%
2 Financials 9.87%
3 Healthcare 8.76%
4 Communication Services 8.71%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$403K 0.06%
3,894
+91
152
$400K 0.06%
+4,816
153
$387K 0.06%
25,108
-5,000
154
$382K 0.06%
2,288
155
$380K 0.06%
5,486
156
$380K 0.06%
1,259
-257
157
$363K 0.06%
16,614
158
$360K 0.06%
2,251
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159
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4,959
160
$350K 0.05%
7,021
161
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5,464
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162
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163
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2,538
164
$325K 0.05%
4,001
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165
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1,262
166
$323K 0.05%
5,710
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167
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168
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169
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170
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171
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1,117
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172
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2,631
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173
$294K 0.05%
2,774
174
$291K 0.05%
5,189
175
$289K 0.04%
1,365
5 6
7
8 9