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
351
$22K 0.01%
+63
352
$22K 0.01%
+655
353
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+548
354
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+81
355
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+45
356
$21K 0.01%
+162
357
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358
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+333
359
$20K 0.01%
+277
360
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+195
361
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+726
362
$20K 0.01%
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363
$20K 0.01%
+120
364
$20K 0.01%
+730
365
$19K 0.01%
+784
366
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+530
367
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368
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+326
369
$19K 0.01%
+429
370
$18K 0.01%
+162
371
$18K 0.01%
+87
372
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+240
373
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+115
374
$18K 0.01%
+199
375
$18K 0.01%
+12
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