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Aryn Sands

@Kmg Fiduciary Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$1.208BTotal holdings270
Assets growth rate4.34%Assets growth rate (2-Q avg)9.09%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kmg Fiduciary Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 270 positions.

Assets under management

The assets under management (AUM) of Kmg Fiduciary Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.208B in assets, with a quarterly growth rate of 4.34% and a 2-quarter average growth rate of 9.09%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -6.42%
0.35%
$4.194M
85,495 shares@ $49.06 avg price
MSMorgan Stanley
Recent Activity
Decreased -4.61%
0.35%
$4.167M
33,142 shares@ $125.73 avg price
IWFIshares Tr
Recent Activity
Decreased -5.17%
0.34%
$3.997M
9,953 shares@ $401.57 avg price
NFLXNetflix Inc
Recent Activity
Decreased -9.33%
0.33%
$3.957M
4,440 shares@ $891.33 avg price
PEPPepsico Inc
Recent Activity
Decreased -6.47%
0.33%
$3.887M
25,564 shares@ $152.06 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -2.28%
0.31%
$3.712M
135,488 shares@ $27.4 avg price
EFGIshares Tr
Recent Activity
Decreased -8.6%
0.31%
$3.64M
37,596 shares@ $96.84 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -2.79%
0.3%
$3.523M
41,279 shares@ $85.36 avg price
VRIGInvesco Actively Managed Exc
Recent Activity
Decreased -3.53%
0.27%
$3.243M
129,123 shares@ $25.12 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -6.38%
0.26%
$3.098M
7,549 shares@ $410.43 avg price