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
301
$45K 0.01%
+67
302
$44K 0.01%
+743
303
$44K 0.01%
+1,730
304
$43K 0.01%
+718
305
$42K 0.01%
+240
306
$42K 0.01%
+189
307
$42K 0.01%
+729
308
$41K 0.01%
+123
309
$41K 0.01%
+141
310
$41K 0.01%
+196
311
$40K 0.01%
+350
312
$40K 0.01%
+90
313
$39K 0.01%
+73
314
$38K 0.01%
281
-1,405
315
$38K 0.01%
+242
316
$38K 0.01%
+249
317
$37K 0.01%
+412
318
$37K 0.01%
+147
319
$36K 0.01%
+351
320
$36K 0.01%
+417
321
$35K 0.01%
+1,051
322
$35K 0.01%
+1,088
323
$35K 0.01%
+490
324
$34K 0.01%
198
-1,057
325
$34K 0.01%
+1,205
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