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
$536M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.93M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$975K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$938K

Top Sells

1
+$2.33M
2
+$1.82M
3
+$1.28M
4
T icon
AT&T
T
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Sector Composition

1 Technology 21.26%
2 Healthcare 11.01%
3 Financials 10.13%
4 Communication Services 8.05%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$279K 0.05%
+4,888
177
$275K 0.05%
5,486
178
$271K 0.05%
20,642
-2,848
179
$269K 0.05%
3,761
180
$266K 0.05%
1,128
+9
181
$261K 0.05%
3,275
+262
182
$258K 0.05%
+945
183
$254K 0.05%
2,390
184
$247K 0.05%
5,913
+705
185
$239K 0.04%
5,189
186
$237K 0.04%
6,041
-29
187
$234K 0.04%
1,986
188
$233K 0.04%
5,145
-285
189
$229K 0.04%
2,133
-160
190
$228K 0.04%
2,616
-158
191
$226K 0.04%
1,687
-12
192
$214K 0.04%
+943
193
$212K 0.04%
1,262
194
$207K 0.04%
6,168
195
$205K 0.04%
4,090
+6
196
$204K 0.04%
733
197
$202K 0.04%
+7,390
198
$201K 0.04%
18,415
199
$201K 0.04%
3,422
200
$190K 0.04%
+14,152
5 6 7
8
9