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
$340M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$2.74M
3
+$1.22M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$339K
5
META icon
Meta Platforms (Facebook)
META
+$260K

Top Sells

1
+$2.32M
2
+$2.24M
3
+$2.2M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.85M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.48M

Sector Composition

1 Financials 5.02%
2 Industrials 4.68%
3 Healthcare 4.52%
4 Technology 4.31%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
69
+10
402
$7K ﹤0.01%
190
403
$7K ﹤0.01%
43
404
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53
405
$7K ﹤0.01%
102
406
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123
407
$6K ﹤0.01%
126
408
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75
409
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152
410
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79
-22
411
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412
$6K ﹤0.01%
110
413
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61
414
$6K ﹤0.01%
67
415
$6K ﹤0.01%
196
416
$6K ﹤0.01%
174
417
$6K ﹤0.01%
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418
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25
419
$5K ﹤0.01%
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420
$5K ﹤0.01%
40
421
$5K ﹤0.01%
57
422
$5K ﹤0.01%
112
423
$5K ﹤0.01%
21
-237
424
$5K ﹤0.01%
35
425
$5K ﹤0.01%
65
15 16
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18 19