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
451
$10K ﹤0.01%
+398
452
$10K ﹤0.01%
+230
453
$10K ﹤0.01%
+258
454
$9K ﹤0.01%
+144
455
$9K ﹤0.01%
+188
456
$9K ﹤0.01%
+36
457
$9K ﹤0.01%
+135
458
$9K ﹤0.01%
+190
459
$9K ﹤0.01%
+189
460
$9K ﹤0.01%
+167
461
$9K ﹤0.01%
+285
462
$8K ﹤0.01%
+123
463
$8K ﹤0.01%
+87
464
$8K ﹤0.01%
+210
465
$8K ﹤0.01%
+95
466
$8K ﹤0.01%
+61
467
$8K ﹤0.01%
+196
468
$8K ﹤0.01%
+455
469
$7K ﹤0.01%
+102
470
$7K ﹤0.01%
+90
471
$7K ﹤0.01%
+341
472
$7K ﹤0.01%
+143
473
$7K ﹤0.01%
+213
474
$7K ﹤0.01%
+566
475
$7K ﹤0.01%
+106
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