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
$625M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$2.55M
3
+$1.52M
4
AMZN icon
Amazon
AMZN
+$1.17M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$4.75M
2
+$3.06M
3
+$1.84M
4
PANW icon
Palo Alto Networks
PANW
+$1,000K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$918K

Sector Composition

1 Technology 23.38%
2 Financials 10.02%
3 Healthcare 9.55%
4 Communication Services 8.46%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$467K 0.07%
15,310
+2
152
$445K 0.07%
2,462
153
$435K 0.07%
3,920
+26
154
$431K 0.07%
16,558
+333
155
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5,280
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156
$416K 0.07%
8,672
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157
$410K 0.07%
8,271
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158
$390K 0.06%
1,560
159
$382K 0.06%
5,000
160
$378K 0.06%
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161
$376K 0.06%
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162
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163
$367K 0.06%
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164
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2,288
165
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16,500
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166
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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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1,262
172
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+7,236
173
$304K 0.05%
9,425
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174
$297K 0.05%
2,966
+2
175
$294K 0.05%
6,070
-221
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