KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
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 4.33%
3 Industrials 4.02%
4 Healthcare 3.91%
5 Communication Services 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K 0.01%
+82
377
$18K 0.01%
+158
378
$18K 0.01%
+65
379
$18K 0.01%
+375
380
$17K ﹤0.01%
+63
381
$17K ﹤0.01%
+163
382
$17K ﹤0.01%
+115
383
$17K ﹤0.01%
+186
384
$17K ﹤0.01%
+401
385
$17K ﹤0.01%
+60
386
$17K ﹤0.01%
+735
387
$17K ﹤0.01%
+155
388
$17K ﹤0.01%
+519
389
$16K ﹤0.01%
+29
390
$16K ﹤0.01%
+1,285
391
$16K ﹤0.01%
+69
392
$16K ﹤0.01%
+271
393
$16K ﹤0.01%
+88
394
$16K ﹤0.01%
+325
395
$16K ﹤0.01%
+198
396
$15K ﹤0.01%
+147
397
$15K ﹤0.01%
+123
398
$15K ﹤0.01%
+75
399
$15K ﹤0.01%
+308
400
$15K ﹤0.01%
+108
14 15
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