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
$340M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$2.74M
3
+$1.22M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$339K
5
META icon
Meta Platforms (Facebook)
META
+$260K

Top Sells

1
+$2.32M
2
+$2.24M
3
+$2.2M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.85M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.48M

Sector Composition

1 Financials 5.02%
2 Industrials 4.68%
3 Healthcare 4.52%
4 Technology 4.31%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19K 0.01%
56
352
$19K 0.01%
226
-290
353
$18K 0.01%
175
354
$18K 0.01%
47
-114
355
$18K 0.01%
167
-1
356
$18K 0.01%
99
357
$18K 0.01%
+708
358
$18K 0.01%
74
359
$17K 0.01%
+278
360
$17K 0.01%
1,557
361
$16K ﹤0.01%
155
-72
362
$16K ﹤0.01%
470
363
$16K ﹤0.01%
200
364
$15K ﹤0.01%
40
365
$15K ﹤0.01%
72
-168
366
$14K ﹤0.01%
+167
367
$14K ﹤0.01%
1,760
368
$14K ﹤0.01%
308
369
$14K ﹤0.01%
90
370
$14K ﹤0.01%
86
371
$13K ﹤0.01%
118
-4
372
$13K ﹤0.01%
19
373
$13K ﹤0.01%
+67
374
$13K ﹤0.01%
72
375
$12K ﹤0.01%
73
-9
13 14
15
16 17