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
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$21.7M
3
+$18.1M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$15.8M

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
426
$12K 0.01%
+225
427
$12K 0.01%
+775
428
$12K 0.01%
+79
429
$11K ﹤0.01%
+163
430
$11K ﹤0.01%
+122
431
$11K ﹤0.01%
+168
432
$11K ﹤0.01%
+223
433
$11K ﹤0.01%
+142
434
$11K ﹤0.01%
+259
435
$11K ﹤0.01%
+121
436
$11K ﹤0.01%
+115
437
$11K ﹤0.01%
+190
438
$11K ﹤0.01%
+108
439
$11K ﹤0.01%
+526
440
$10K ﹤0.01%
+63
441
$10K ﹤0.01%
+37
442
$10K ﹤0.01%
+220
443
$10K ﹤0.01%
+114
444
$10K ﹤0.01%
+123
445
$10K ﹤0.01%
+398
446
$10K ﹤0.01%
+230
447
$10K ﹤0.01%
+258
448
$10K ﹤0.01%
+236
449
$10K ﹤0.01%
+82
450
$10K ﹤0.01%
+37
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