Portfolio (Quarterly)
Guide ↗
KMG FIDUCIARY PARTNERS, LLC
· CIK 0001773205| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 8,410 | $252K | 0.02% | SOLD |
| 62 | PJUL | INNOVATOR ETFS TRUST | — | 5,388 | $248K | 0.02% | SOLD |
| 63 | PMAY | INNOVATOR ETFS TRUST | — | 6,109 | $244K | 0.02% | SOLD |
| 64 | NSC | NORFOLK SOUTHN CORP | Industrials | 828 | $238K | 0.02% | SOLD |
| 65 | AVLC | AMERICAN CENTY ETF TR | — | 3,053 | $237K | 0.02% | SOLD |
| 66 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 4,680 | $228K | 0.02% | SOLD |
Sector Allocation
Technology
38.1%
Financial Services
14.9%
Communication Services
11.7%
Healthcare
10.2%
Consumer Cyclical
10.0%
Consumer Defensive
5.7%
Industrials
4.4%
Energy
2.0%
Real Estate
1.5%
Utilities
1.2%