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
$965M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.7M
3
+$3.65M
4
LOW icon
Lowe's Companies
LOW
+$2.47M
5
AXP icon
American Express
AXP
+$2.36M

Top Sells

1
+$3.04M
2
+$2.84M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.3M
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$2.23M

Sector Composition

1 Technology 22.8%
2 Financials 10.42%
3 Healthcare 9.04%
4 Consumer Discretionary 7.84%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$888K 0.09%
21,627
+54
152
$861K 0.09%
3,651
153
$851K 0.09%
18,420
+65
154
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-33
155
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156
$802K 0.08%
8,789
157
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8,444
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158
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20,174
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3,590
-2
160
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3,589
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161
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217,050
162
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3,464
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163
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1,050
164
$652K 0.07%
4,080
165
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166
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167
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169
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171
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172
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5,712
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173
$555K 0.06%
9,143
+163
174
$553K 0.06%
14,588
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175
$550K 0.06%
5,900
5 6
7
8 9