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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
IWPIshares Tr
Recent Activity
Increased 2.33%
0.61%
$7.304M
57,623 shares@ $126.75 avg price
IJRIshares Tr
Recent Activity
Decreased -0.85%
0.6%
$7.237M
62,810 shares@ $115.22 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 4.35%
0.6%
$7.229M
59,846 shares@ $120.79 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.37%
0.59%
$7.031M
13,899 shares@ $505.87 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
Increased 13.08%
0.59%
$7.016M
257,192 shares@ $27.28 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 3.96%
0.58%
$6.947M
166,482 shares@ $41.73 avg price
BKLCBny Mellon Etf Trust
Recent Activity
Increased 6.26%
0.58%
$6.919M
61,741 shares@ $112.07 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.42%
0.57%
$6.865M
31,228 shares@ $219.84 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 6.73%
0.57%
$6.797M
101,795 shares@ $66.78 avg price
FSIGFirst Tr Exchange-traded Fd
Recent Activity
Increased 11.89%
0.53%
$6.38M
338,084 shares@ $18.88 avg price