KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.56M
3
+$3.45M
4
PLTR icon
Palantir
PLTR
+$1.83M
5
DOW icon
Dow Inc
DOW
+$1.62M

Top Sells

1
+$3.4M
2
+$2.82M
3
+$2.55M
4
CLF icon
Cleveland-Cliffs
CLF
+$2.26M
5
DVN icon
Devon Energy
DVN
+$1.63M

Sector Composition

1 Technology 23.05%
2 Financials 10.32%
3 Communication Services 6.53%
4 Healthcare 6.39%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.67M 0.12%
52,510
-51,147
152
$1.65M 0.12%
74,837
153
$1.64M 0.12%
73,022
+3,629
154
$1.62M 0.12%
66,196
+6,465
155
$1.61M 0.12%
7,440
+4
156
$1.58M 0.12%
32,424
+23
157
$1.57M 0.12%
48,106
+4,001
158
$1.55M 0.11%
14,108
+664
159
$1.54M 0.11%
28,386
+4,909
160
$1.53M 0.11%
18,664
+2,010
161
$1.51M 0.11%
19,229
-60
162
$1.46M 0.11%
2
163
$1.42M 0.11%
14,468
+591
164
$1.38M 0.1%
17,093
+46
165
$1.35M 0.1%
58,556
+3,397
166
$1.34M 0.1%
25,046
167
$1.34M 0.1%
5,650
168
$1.22M 0.09%
27,868
+198
169
$1.22M 0.09%
31,315
+2,608
170
$1.22M 0.09%
11,693
+57
171
$1.19M 0.09%
6,140
+26
172
$1.18M 0.09%
7,965
173
$1.14M 0.08%
31,757
+3,192
174
$1.11M 0.08%
12,507
-295
175
$1.09M 0.08%
3,563
5 6
7
8 9