KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
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
+$9.81M
2
+$2.34M
3
+$1.7M
4
NFLX icon
Netflix
NFLX
+$1.24M
5
AMZN icon
Amazon
AMZN
+$1.11M

Top Sells

1
+$4.68M
2
+$3.16M
3
+$1.89M
4
T icon
AT&T
T
+$923K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$911K

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
201
$203K 0.03%
2,100
202
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203
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204
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-1,365
205
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206
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207
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208
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-12,571
209
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210
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5 6 7 8
9