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
$348M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.58M
3
+$4.97M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$3.61M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.56M

Top Sells

1
+$2.79M
2
+$1.4M
3
+$686K
4
ARKK icon
ARK Innovation ETF
ARKK
+$647K
5
CIT
CIT Group Inc.
CIT
+$627K

Sector Composition

1 Technology 4.95%
2 Financials 4.32%
3 Industrials 4.02%
4 Healthcare 3.91%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$114K 0.03%
+1,230
227
$113K 0.03%
+2,000
228
$112K 0.03%
+975
229
$111K 0.03%
+349
230
$109K 0.03%
+586
231
$104K 0.03%
+222
232
$103K 0.03%
+49
233
$103K 0.03%
+562
234
$99K 0.03%
+351
235
$98K 0.03%
+760
236
$94K 0.03%
+730
237
$94K 0.03%
+522
238
$93K 0.03%
+598
239
$87K 0.03%
+380
240
$86K 0.02%
922
-6,715
241
$85K 0.02%
+217
242
$85K 0.02%
+245
243
$83K 0.02%
+131
244
$81K 0.02%
+443
245
$80K 0.02%
+367
246
$80K 0.02%
+1,693
247
$78K 0.02%
+638
248
$78K 0.02%
+242
249
$77K 0.02%
+1,665
250
$75K 0.02%
+450
8 9
10
11 12