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
$513M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.48M
3
+$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.89M
5
GM icon
General Motors
GM
+$1.83M

Top Sells

1
+$4.31M
2
+$3.23M
3
+$2.24M
4
SNAP icon
Snap
SNAP
+$1.65M
5
ROKU icon
Roku
ROKU
+$1.47M

Sector Composition

1 Technology 19.04%
2 Financials 9.74%
3 Healthcare 8.91%
4 Communication Services 8.79%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-7,849
177
– –
-2,296
178
– –
-2,530
4 5 6 7
8