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
426
$8K ﹤0.01%
87
427
$8K ﹤0.01%
122
-3,209
428
$8K ﹤0.01%
28
-8
429
$8K ﹤0.01%
95
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430
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431
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160
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432
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433
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189
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434
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44
436
$7K ﹤0.01%
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437
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102
438
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108
-27
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72
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252
444
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445
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73
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446
$7K ﹤0.01%
+85
447
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378
-77
448
$7K ﹤0.01%
403
449
$6K ﹤0.01%
290
450
$6K ﹤0.01%
+619
16 17
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