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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
FHNFirst Horizon Corporation
Recent Activity
Decreased -4.74%
0.24%
$2.881M
143,067 shares@ $20.14 avg price
PFFIshares Tr
Recent Activity
Decreased -3.3%
0.24%
$2.872M
91,356 shares@ $31.45 avg price
CCitigroup Inc
Recent Activity
Decreased -1.05%
0.24%
$2.842M
40,372 shares@ $70.4 avg price
IWBIshares Tr
Recent Activity
Decreased -0.06%
0.24%
$2.8M
8,693 shares@ $322.15 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -5.28%
0.23%
$2.742M
9,459 shares@ $289.9 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -1.88%
0.21%
$2.492M
33,350 shares@ $74.74 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -5.07%
0.2%
$2.345M
25,702 shares@ $91.25 avg price
FFord Mtr Co
Recent Activity
Decreased -6.1%
0.2%
$2.327M
235,060 shares@ $9.91 avg price
STWDStarwood Ppty Tr Inc
Recent Activity
Decreased -1.71%
0.18%
$2.172M
114,599 shares@ $18.96 avg price
EFAIshares Tr
Recent Activity
Decreased -2.23%
0.17%
$1.984M
26,246 shares@ $75.61 avg price