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
+$33.7M
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 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
118
452
$4K ﹤0.01%
58
453
$4K ﹤0.01%
102
454
$4K ﹤0.01%
24
-3
455
$4K ﹤0.01%
76
456
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232
457
$4K ﹤0.01%
27
458
$3K ﹤0.01%
105
459
$3K ﹤0.01%
483
460
$3K ﹤0.01%
91
461
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26
462
$3K ﹤0.01%
110
463
$3K ﹤0.01%
48
464
$3K ﹤0.01%
18
465
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13
466
$3K ﹤0.01%
16
467
$3K ﹤0.01%
70
468
$3K ﹤0.01%
52
469
$3K ﹤0.01%
53
470
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22
471
$3K ﹤0.01%
273
472
$3K ﹤0.01%
31
473
$3K ﹤0.01%
96
474
$3K ﹤0.01%
40
475
$3K ﹤0.01%
29
-86
17 18
19
20 21