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
401
$11K ﹤0.01%
205
+16
402
$11K ﹤0.01%
48
-12
403
$11K ﹤0.01%
207
-51
404
$10K ﹤0.01%
257
-64
405
$10K ﹤0.01%
37
406
$10K ﹤0.01%
220
407
$10K ﹤0.01%
196
408
$10K ﹤0.01%
20
-68
409
$10K ﹤0.01%
305
-64
410
$10K ﹤0.01%
285
411
$10K ﹤0.01%
258
-1
412
$10K ﹤0.01%
144
413
$10K ﹤0.01%
160
-37
414
$9K ﹤0.01%
150
-18
415
$9K ﹤0.01%
92
-23
416
$9K ﹤0.01%
181
-44
417
$9K ﹤0.01%
210
418
$9K ﹤0.01%
90
419
$9K ﹤0.01%
114
-28
420
$9K ﹤0.01%
150
-33
421
$9K ﹤0.01%
97
-223
422
$8K ﹤0.01%
52
-11
423
$8K ﹤0.01%
245
-63
424
$8K ﹤0.01%
92
-23
425
$8K ﹤0.01%
566
15 16
17
18 19