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
376
$18K 0.01%
+199
377
$18K 0.01%
+12
378
$17K 0.01%
+241
379
$17K 0.01%
+280
380
$17K 0.01%
+228
381
$17K 0.01%
+167
382
$17K 0.01%
+343
383
$17K 0.01%
+86
384
$17K 0.01%
+490
385
$17K 0.01%
+229
386
$17K 0.01%
+137
387
$16K 0.01%
+1,600
388
$16K 0.01%
+57
389
$16K 0.01%
+223
390
$16K 0.01%
+159
391
$16K 0.01%
+243
392
$16K 0.01%
+308
393
$16K 0.01%
+500
394
$15K 0.01%
+218
395
$15K 0.01%
+217
396
$15K 0.01%
+428
397
$15K 0.01%
+161
398
$14K 0.01%
+99
399
$14K 0.01%
+216
400
$14K 0.01%
+2,155
14 15
16
17 18