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
401
$14K 0.01%
+347
402
$14K 0.01%
+91
403
$14K 0.01%
+191
404
$14K 0.01%
+369
405
$14K 0.01%
+1,284
406
$13K 0.01%
+165
407
$13K 0.01%
+405
408
$13K 0.01%
+175
409
$13K 0.01%
+112
410
$13K 0.01%
+151
411
$13K 0.01%
+90
412
$13K 0.01%
+69
413
$13K 0.01%
+79
414
$13K 0.01%
+156
415
$13K 0.01%
+60
416
$13K 0.01%
+258
417
$13K 0.01%
+170
418
$13K 0.01%
+176
419
$12K 0.01%
+321
420
$12K 0.01%
+115
421
$12K 0.01%
+141
422
$12K 0.01%
+225
423
$12K 0.01%
+775
424
$12K 0.01%
+79
425
$12K 0.01%
+197
15 16
17
18 19