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
+$28.8M
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
326
$28K 0.01%
+515
327
$27K 0.01%
+388
328
$27K 0.01%
+236
329
$26K 0.01%
+407
330
$26K 0.01%
+142
331
$26K 0.01%
+145
332
$26K 0.01%
+202
333
$25K 0.01%
+1,646
334
$25K 0.01%
+493
335
$25K 0.01%
+776
336
$24K 0.01%
+175
337
$24K 0.01%
+628
338
$24K 0.01%
+178
339
$24K 0.01%
+468
340
$24K 0.01%
+92
341
$23K 0.01%
+783
342
$23K 0.01%
+157
343
$23K 0.01%
+329
344
$23K 0.01%
+119
345
$22K 0.01%
+63
346
$22K 0.01%
+655
347
$22K 0.01%
+548
348
$22K 0.01%
+367
349
$22K 0.01%
+442
350
$22K 0.01%
+240
12 13
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