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
351
$25K 0.01%
+58
352
$25K 0.01%
+105
353
$25K 0.01%
+64
354
$24K 0.01%
+907
355
$24K 0.01%
+104
356
$24K 0.01%
+601
357
$24K 0.01%
+972
358
$23K 0.01%
+573
359
$23K 0.01%
+243
360
$23K 0.01%
+670
361
$23K 0.01%
+167
362
$22K 0.01%
+201
363
$21K 0.01%
+593
364
$21K 0.01%
+332
365
$21K 0.01%
+441
366
$21K 0.01%
+1,300
367
$20K 0.01%
+22
368
$20K 0.01%
+222
369
$20K 0.01%
+744
370
$20K 0.01%
+86
371
$20K 0.01%
+200
372
$19K 0.01%
+124
373
$19K 0.01%
+223
374
$19K 0.01%
+176
375
$19K 0.01%
+462
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