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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
IWDIshares Tr
Recent Activity
Decreased -1.15%
0.1%
$1.137M
6,144 shares@ $185.14 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -1.12%
0.1%
$1.133M
12,721 shares@ $89.09 avg price
NKENike Inc
Recent Activity
Decreased -2.84%
0.1%
$1.111M
14,685 shares@ $75.67 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -75.27%
0.09%
$1.008M
4,569 shares@ $220.73 avg price
XEXGXEaton Vance Tax-managed Glob
Recent Activity
Decreased -2.01%
0.09%
$988,440
120,984 shares@ $8.18 avg price
CGGRCapital Group Growth Etf
Recent Activity
Decreased -4.46%
0.08%
$943,828
25,392 shares@ $37.18 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -4.37%
0.08%
$918,854
5,680 shares@ $161.78 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -0.22%
0.08%
$913,472
4,872 shares@ $187.5 avg price
OCOwens Corning New
Recent Activity
Decreased -4.67%
0.08%
$881,854
5,178 shares@ $170.31 avg price
EEMIshares Tr
Recent Activity
Decreased -0.6%
0.08%
$849,071
20,303 shares@ $41.82 avg price