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
$340M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$2.74M
3
+$1.22M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$339K
5
META icon
Meta Platforms (Facebook)
META
+$260K

Top Sells

1
+$2.32M
2
+$2.24M
3
+$2.2M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.85M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.48M

Sector Composition

1 Financials 5.02%
2 Industrials 4.68%
3 Healthcare 4.52%
4 Technology 4.31%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
74
452
$4K ﹤0.01%
118
453
$4K ﹤0.01%
58
454
$4K ﹤0.01%
102
455
$4K ﹤0.01%
24
-3
456
$4K ﹤0.01%
76
457
$4K ﹤0.01%
232
458
$3K ﹤0.01%
29
-86
459
$3K ﹤0.01%
46
460
$3K ﹤0.01%
70
461
$3K ﹤0.01%
52
462
$3K ﹤0.01%
105
463
$3K ﹤0.01%
483
464
$3K ﹤0.01%
91
465
$3K ﹤0.01%
26
466
$3K ﹤0.01%
50
467
$3K ﹤0.01%
23
468
$3K ﹤0.01%
110
469
$3K ﹤0.01%
48
470
$3K ﹤0.01%
18
471
$3K ﹤0.01%
13
472
$3K ﹤0.01%
35
473
$3K ﹤0.01%
16
474
$3K ﹤0.01%
53
475
$3K ﹤0.01%
22
17 18
19
20 21