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
276
$57K 0.02%
852
-41,650
277
$56K 0.02%
+191
278
$56K 0.02%
+1,560
279
$55K 0.02%
+358
280
$55K 0.02%
+133
281
$55K 0.02%
+3,476
282
$54K 0.02%
+894
283
$54K 0.02%
+1,073
284
$53K 0.02%
+255
285
$53K 0.02%
+139
286
$52K 0.01%
+813
287
$51K 0.01%
+205
288
$51K 0.01%
+506
289
$51K 0.01%
+122
290
$51K 0.01%
+440
291
$49K 0.01%
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292
$48K 0.01%
+797
293
$47K 0.01%
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294
$47K 0.01%
+3,205
295
$47K 0.01%
+1,285
296
$47K 0.01%
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297
$46K 0.01%
+316
298
$46K 0.01%
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299
$45K 0.01%
+578
300
$45K 0.01%
+109
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