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
426
$10K ﹤0.01%
+84
427
$10K ﹤0.01%
+277
428
$10K ﹤0.01%
+63
429
$10K ﹤0.01%
+160
430
$10K ﹤0.01%
+108
431
$10K ﹤0.01%
+125
432
$10K ﹤0.01%
+90
433
$10K ﹤0.01%
+71
434
$10K ﹤0.01%
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435
$10K ﹤0.01%
+76
436
$10K ﹤0.01%
+48
437
$9K ﹤0.01%
+257
438
$9K ﹤0.01%
+92
439
$9K ﹤0.01%
+213
440
$9K ﹤0.01%
+87
441
$9K ﹤0.01%
+28
442
$9K ﹤0.01%
+99
443
$9K ﹤0.01%
+160
444
$9K ﹤0.01%
+114
445
$9K ﹤0.01%
+196
446
$9K ﹤0.01%
489
-13,651
447
$8K ﹤0.01%
+210
448
$8K ﹤0.01%
+137
449
$8K ﹤0.01%
+52
450
$8K ﹤0.01%
+290
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