KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.56M
3
+$3.45M
4
PLTR icon
Palantir
PLTR
+$1.83M
5
DOW icon
Dow Inc
DOW
+$1.62M

Top Sells

1
+$3.4M
2
+$2.82M
3
+$2.55M
4
CLF icon
Cleveland-Cliffs
CLF
+$2.26M
5
DVN icon
Devon Energy
DVN
+$1.63M

Sector Composition

1 Technology 23.05%
2 Financials 10.32%
3 Communication Services 6.53%
4 Healthcare 6.39%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.08%
44,622
177
$1.05M 0.08%
8,485
178
$1.04M 0.08%
3,651
179
$1.04M 0.08%
24,773
+483
180
$1.02M 0.08%
26,800
-2,679
181
$1.02M 0.08%
4,900
-26
182
$993K 0.07%
10,928
183
$986K 0.07%
21,410
+1,769
184
$978K 0.07%
20,276
+10
185
$977K 0.07%
21,691
+1,053
186
$954K 0.07%
9,143
-261
187
$948K 0.07%
16,784
-6
188
$934K 0.07%
5,680
189
$928K 0.07%
9,875
+444
190
$909K 0.07%
10,677
-1,871
191
$906K 0.07%
4,425
192
$905K 0.07%
9,879
-2,693
193
$860K 0.06%
3,610
-114
194
$857K 0.06%
10,783
+546
195
$854K 0.06%
+21,089
196
$849K 0.06%
20,896
-2,197
197
$848K 0.06%
18,472
+2
198
$830K 0.06%
76,500
-27,864
199
$830K 0.06%
1,251
-1
200
$806K 0.06%
8,855
6 7
8
9 10