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
276
$44K 0.02%
+829
277
$44K 0.02%
+456
278
$44K 0.02%
+1,601
279
$43K 0.02%
+3,205
280
$43K 0.02%
+445
281
$43K 0.02%
+448
282
$43K 0.02%
+130
283
$42K 0.02%
+375
284
$42K 0.02%
+744
285
$41K 0.02%
+302
286
$41K 0.02%
+308
287
$40K 0.02%
+88
288
$39K 0.02%
+238
289
$39K 0.02%
+313
290
$38K 0.02%
+218
291
$38K 0.02%
+207
292
$38K 0.02%
+197
293
$37K 0.02%
+339
294
$37K 0.02%
+485
295
$37K 0.02%
+2,000
296
$37K 0.02%
+1,350
297
$36K 0.02%
+401
298
$36K 0.02%
+350
299
$36K 0.02%
+884
300
$35K 0.01%
+444
10 11
12
13 14