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
$265M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.96M
3
+$3.57M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$2.89M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.88M

Top Sells

1
+$3.37M
2
+$2.76M
3
+$1.94M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.05M
5
ZG icon
Zillow
ZG
+$1.03M

Sector Composition

1 Technology 5.34%
2 Financials 5.15%
3 Healthcare 4.32%
4 Industrials 3.84%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K 0.01%
308
377
$15K 0.01%
+106
378
$15K 0.01%
+1,200
379
$14K 0.01%
170
-46
380
$14K 0.01%
69
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381
$14K 0.01%
197
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382
$14K 0.01%
524
-2
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$14K 0.01%
179
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384
$13K ﹤0.01%
127
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385
$13K ﹤0.01%
56
386
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134
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387
$13K ﹤0.01%
168
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388
$12K ﹤0.01%
174
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389
$12K ﹤0.01%
1,889
-266
390
$12K ﹤0.01%
69
391
$12K ﹤0.01%
+300
392
$12K ﹤0.01%
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$11K ﹤0.01%
37
394
$11K ﹤0.01%
29
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395
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123
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396
$11K ﹤0.01%
190
397
$11K ﹤0.01%
63
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398
$11K ﹤0.01%
108
399
$11K ﹤0.01%
125
-31
400
$11K ﹤0.01%
398
14 15
16
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