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
$1.21B
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$3.27M
3
+$2.39M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$2.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.18M

Top Sells

1
+$3.07M
2
+$2.55M
3
+$2.29M
4
MDT icon
Medtronic
MDT
+$1.68M
5
AB icon
AllianceBernstein
AB
+$1.62M

Sector Composition

1 Technology 22%
2 Financials 9.99%
3 Healthcare 7.04%
4 Communication Services 6.9%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.51M 0.13%
33,663
-4,227
152
$1.48M 0.12%
4,090
-6,322
153
$1.42M 0.12%
+37,882
154
$1.38M 0.11%
74,837
-2,085
155
$1.36M 0.11%
2
156
$1.35M 0.11%
17,156
-2,232
157
$1.34M 0.11%
20,389
-1,281
158
$1.31M 0.11%
5,434
+1
159
$1.29M 0.11%
25,046
160
$1.28M 0.11%
16,430
+322
161
$1.26M 0.1%
20,885
-544
162
$1.24M 0.1%
11,645
+5,106
163
$1.22M 0.1%
12,431
+1,446
164
$1.22M 0.1%
11,419
+306
165
$1.17M 0.1%
38,237
+4,228
166
$1.14M 0.09%
13,603
+8
167
$1.14M 0.09%
6,144
-72
168
$1.13M 0.09%
12,721
-145
169
$1.11M 0.09%
14,685
-430
170
$1.1M 0.09%
47,689
+30,444
171
$1.07M 0.09%
7,965
172
$1.06M 0.09%
8,461
+146
173
$1.01M 0.08%
44,634
+828
174
$1.01M 0.08%
4,569
-13,907
175
$999K 0.08%
21,833
+1,549
5 6
7
8 9