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
$859M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.41M
3
+$2.58M
4
CCI icon
Crown Castle
CCI
+$1.69M
5
STLA icon
Stellantis
STLA
+$1.6M

Top Sells

1
+$10.4M
2
+$2.33M
3
+$1.91M
4
VZ icon
Verizon
VZ
+$1.75M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.62M

Sector Composition

1 Technology 21.9%
2 Financials 10.29%
3 Healthcare 9.04%
4 Consumer Discretionary 7.8%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$298K 0.03%
7,021
202
$293K 0.03%
2,568
203
$289K 0.03%
17,235
-82,167
204
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205
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206
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207
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208
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211
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213
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223
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224
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225
$223K 0.03%
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