KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.35B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.28M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.26M

Top Sells

1
+$529K
2
+$388K
3
+$378K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$372K
5
TSLA icon
Tesla
TSLA
+$262K

Sector Composition

1 Technology 24.38%
2 Financials 10.17%
3 Communication Services 6.91%
4 Healthcare 6.07%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.8M 0.12%
7,445
+5
152
$1.79M 0.12%
68,056
-1,492
153
$1.74M 0.12%
74,837
154
$1.68M 0.11%
48,339
+233
155
$1.66M 0.11%
34,086
+1,662
156
$1.66M 0.11%
72,560
+4,395
157
$1.66M 0.11%
52,814
+2,394
158
$1.66M 0.11%
28,829
+443
159
$1.64M 0.11%
18,846
+182
160
$1.63M 0.11%
14,579
+471
161
$1.59M 0.11%
69,971
-3,051
162
$1.54M 0.1%
19,486
+257
163
$1.51M 0.1%
2
164
$1.47M 0.1%
13,996
-472
165
$1.44M 0.1%
5,651
+1
166
$1.41M 0.09%
61,135
+2,579
167
$1.41M 0.09%
17,327
+234
168
$1.4M 0.09%
25,046
169
$1.34M 0.09%
33,333
+2,018
170
$1.3M 0.09%
35,953
+4,196
171
$1.27M 0.09%
3,563
172
$1.25M 0.08%
6,148
+8
173
$1.24M 0.08%
11,673
-20
174
$1.24M 0.08%
8,140
+175
175
$1.2M 0.08%
26,868
-1,000
5 6
7
8 9