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
$1.21B
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$3.27M
3
+$2.39M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$2.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.18M

Top Sells

1
+$3.07M
2
+$2.55M
3
+$2.29M
4
MDT icon
Medtronic
MDT
+$1.68M
5
AB icon
AllianceBernstein
AB
+$1.62M

Sector Composition

1 Technology 22%
2 Financials 9.99%
3 Healthcare 7.04%
4 Communication Services 6.9%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$988K 0.08%
120,984
-2,489
177
$984K 0.08%
29,163
+2,607
178
$983K 0.08%
24,417
+335
179
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25,392
-1,188
180
$929K 0.08%
15,940
181
$926K 0.08%
3,651
182
$926K 0.08%
9,458
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183
$919K 0.08%
5,680
-260
184
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-11
185
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10,334
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186
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20,589
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187
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5,178
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188
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189
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23,971
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190
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194
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195
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196
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10,175
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197
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4,425
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198
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3,653
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199
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3,489
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200
$740K 0.06%
27,094
+2,404
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