KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
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
+$28.3M
2
+$21.7M
3
+$18.1M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$15.8M

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
301
$35K 0.01%
+300
302
$35K 0.01%
+98
303
$35K 0.01%
+60
304
$35K 0.01%
+323
305
$35K 0.01%
+222
306
$35K 0.01%
+444
307
$35K 0.01%
+141
308
$34K 0.01%
+177
309
$34K 0.01%
+393
310
$34K 0.01%
+808
311
$34K 0.01%
+1,389
312
$33K 0.01%
+411
313
$33K 0.01%
+594
314
$32K 0.01%
+230
315
$30K 0.01%
+384
316
$30K 0.01%
+320
317
$29K 0.01%
+96
318
$29K 0.01%
+224
319
$29K 0.01%
+550
320
$29K 0.01%
+852
321
$28K 0.01%
+515
322
$28K 0.01%
+1,225
323
$28K 0.01%
+587
324
$28K 0.01%
+115
325
$28K 0.01%
+885
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