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
251
$57K 0.02%
+783
252
$57K 0.02%
+421
253
$56K 0.02%
+519
254
$55K 0.02%
+400
255
$53K 0.02%
+158
256
$53K 0.02%
+144
257
$52K 0.02%
+1,560
258
$52K 0.02%
+592
259
$52K 0.02%
+684
260
$52K 0.02%
+335
261
$51K 0.02%
+426
262
$51K 0.02%
+607
263
$51K 0.02%
+406
264
$50K 0.02%
+271
265
$48K 0.02%
+1,238
266
$48K 0.02%
+216
267
$47K 0.02%
+1,127
268
$47K 0.02%
+548
269
$47K 0.02%
+231
270
$47K 0.02%
+152
271
$45K 0.02%
+356
272
$45K 0.02%
+139
273
$44K 0.02%
+467
274
$44K 0.02%
+186
275
$44K 0.02%
+174
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