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
251
$73K 0.02%
+406
252
$72K 0.02%
+109
253
$72K 0.02%
+271
254
$72K 0.02%
+446
255
$70K 0.02%
+338
256
$70K 0.02%
+1,028
257
$69K 0.02%
+2,025
258
$69K 0.02%
+401
259
$68K 0.02%
+1,621
260
$68K 0.02%
+1,215
261
$68K 0.02%
+725
262
$68K 0.02%
340
-2,085
263
$68K 0.02%
+532
264
$67K 0.02%
+1,528
265
$67K 0.02%
+101
266
$66K 0.02%
+191
267
$66K 0.02%
+107
268
$65K 0.02%
+543
269
$65K 0.02%
+324
270
$64K 0.02%
+473
271
$64K 0.02%
+159
272
$62K 0.02%
+641
273
$62K 0.02%
+712
274
$60K 0.02%
+517
275
$59K 0.02%
+678
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