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
$625M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$2.55M
3
+$1.52M
4
AMZN icon
Amazon
AMZN
+$1.17M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$4.75M
2
+$3.06M
3
+$1.84M
4
PANW icon
Palo Alto Networks
PANW
+$1,000K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$918K

Sector Composition

1 Technology 23.38%
2 Financials 10.02%
3 Healthcare 9.55%
4 Communication Services 8.46%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$293K 0.05%
3,751
-250
177
$292K 0.05%
7,021
178
$291K 0.05%
5,430
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179
$286K 0.05%
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180
$285K 0.05%
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181
$284K 0.05%
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182
$276K 0.04%
5,189
183
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184
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185
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186
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187
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188
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190
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+2,390
191
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192
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194
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195
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196
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197
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198
$211K 0.03%
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199
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200
$205K 0.03%
4,084
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5 6 7
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