KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$22.3M
3
+$18M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.31%
2 Financials 4.69%
3 Healthcare 4.17%
4 Communication Services 3.83%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77K 0.03%
+257
227
$77K 0.03%
+435
228
$76K 0.03%
+167
229
$76K 0.03%
+550
230
$74K 0.03%
+483
231
$73K 0.03%
+1,402
232
$73K 0.03%
+221
233
$73K 0.03%
+533
234
$71K 0.03%
+198
235
$71K 0.03%
+267
236
$70K 0.03%
+638
237
$70K 0.03%
+1,423
238
$69K 0.03%
+49
239
$69K 0.03%
+344
240
$68K 0.03%
+589
241
$68K 0.03%
+163
242
$67K 0.03%
+1,078
243
$65K 0.03%
+734
244
$63K 0.03%
+853
245
$62K 0.03%
+1,725
246
$61K 0.03%
+179
247
$61K 0.03%
+205
248
$61K 0.03%
+125
249
$61K 0.03%
+180
250
$60K 0.03%
+568
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