KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
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
+$33.6M
2
+$2.68M
3
+$1.19M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$338K
5
MSFT icon
Microsoft
MSFT
+$222K

Top Sells

1
+$2.3M
2
+$2.24M
3
+$2.13M
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 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
74
452
$4K ﹤0.01%
118
453
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58
454
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24
-3
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76
456
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457
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27
458
$3K ﹤0.01%
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459
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29
-86
460
$3K ﹤0.01%
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461
$3K ﹤0.01%
105
462
$3K ﹤0.01%
483
463
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91
464
$3K ﹤0.01%
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465
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110
466
$3K ﹤0.01%
48
467
$3K ﹤0.01%
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468
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469
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470
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471
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52
472
$3K ﹤0.01%
22
473
$3K ﹤0.01%
273
474
$3K ﹤0.01%
31
475
$3K ﹤0.01%
96
17 18
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