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
$340M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$2.74M
3
+$1.22M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$339K
5
META icon
Meta Platforms (Facebook)
META
+$260K

Top Sells

1
+$2.32M
2
+$2.24M
3
+$2.2M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.85M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.48M

Sector Composition

1 Financials 5.02%
2 Industrials 4.68%
3 Healthcare 4.52%
4 Technology 4.31%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$43K 0.01%
186
-1
277
$42K 0.01%
260
-391
278
$42K 0.01%
403
+110
279
$41K 0.01%
1,071
+844
280
$41K 0.01%
1,486
-6
281
$41K 0.01%
592
+88
282
$40K 0.01%
1,560
283
$40K 0.01%
2,293
-10
284
$40K 0.01%
942
285
$40K 0.01%
177
+44
286
$39K 0.01%
269
-67
287
$39K 0.01%
331
288
$38K 0.01%
158
-76
289
$38K 0.01%
184
-1
290
$38K 0.01%
186
291
$37K 0.01%
509
+195
292
$37K 0.01%
326
293
$37K 0.01%
883
-153
294
$36K 0.01%
571
-230
295
$36K 0.01%
422
296
$36K 0.01%
258
297
$35K 0.01%
174
298
$35K 0.01%
337
+27
299
$35K 0.01%
3,205
300
$35K 0.01%
1,118
+744
10 11
12
13 14