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
426
$12K 0.01%
+570
427
$12K 0.01%
+134
428
$12K 0.01%
+110
429
$11K ﹤0.01%
+108
430
$11K ﹤0.01%
+168
431
$11K ﹤0.01%
+259
432
$11K ﹤0.01%
+121
433
$11K ﹤0.01%
+115
434
$11K ﹤0.01%
+190
435
$11K ﹤0.01%
+223
436
$11K ﹤0.01%
+142
437
$11K ﹤0.01%
+526
438
$11K ﹤0.01%
+163
439
$11K ﹤0.01%
+122
440
$10K ﹤0.01%
+236
441
$10K ﹤0.01%
+63
442
$10K ﹤0.01%
+82
443
$10K ﹤0.01%
+37
444
$10K ﹤0.01%
+308
445
$10K ﹤0.01%
+206
446
$10K ﹤0.01%
+56
447
$10K ﹤0.01%
+37
448
$10K ﹤0.01%
+220
449
$10K ﹤0.01%
+114
450
$10K ﹤0.01%
+123
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