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
$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 4.32%
3 Industrials 4.02%
4 Healthcare 3.91%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K ﹤0.01%
+187
402
$14K ﹤0.01%
+46
403
$14K ﹤0.01%
+40
404
$14K ﹤0.01%
+179
405
$14K ﹤0.01%
+127
406
$13K ﹤0.01%
+168
407
$13K ﹤0.01%
+20
408
$12K ﹤0.01%
+418
409
$12K ﹤0.01%
127
-6,852
410
$12K ﹤0.01%
+566
411
$12K ﹤0.01%
+174
412
$12K ﹤0.01%
+106
413
$12K ﹤0.01%
+382
414
$12K ﹤0.01%
+207
415
$12K ﹤0.01%
+150
416
$11K ﹤0.01%
465
-9,795
417
$11K ﹤0.01%
+164
418
$11K ﹤0.01%
+37
419
$11K ﹤0.01%
+82
420
$11K ﹤0.01%
+195
421
$11K ﹤0.01%
+105
422
$11K ﹤0.01%
+66
423
$11K ﹤0.01%
+367
424
$10K ﹤0.01%
+79
425
$10K ﹤0.01%
+245
15 16
17
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