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
$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
351
$22K 0.01%
+240
352
$22K 0.01%
+243
353
$22K 0.01%
+168
354
$22K 0.01%
+96
355
$22K 0.01%
+81
356
$21K 0.01%
+333
357
$21K 0.01%
+175
358
$21K 0.01%
+162
359
$20K 0.01%
+195
360
$20K 0.01%
+726
361
$20K 0.01%
+183
362
$20K 0.01%
+120
363
$20K 0.01%
+277
364
$20K 0.01%
+730
365
$19K 0.01%
+148
366
$19K 0.01%
+326
367
$19K 0.01%
+429
368
$19K 0.01%
+784
369
$19K 0.01%
+530
370
$18K 0.01%
+200
371
$18K 0.01%
+388
372
$18K 0.01%
+162
373
$18K 0.01%
+87
374
$18K 0.01%
+240
375
$18K 0.01%
+115
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