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
26
$897K 0.38%
+6,714
27
$826K 0.35%
+22,568
28
$814K 0.35%
+10,730
29
$750K 0.32%
+2,547
30
$727K 0.31%
+12,593
31
$724K 0.31%
+4,405
32
$702K 0.3%
+1,972
33
$700K 0.3%
+1,135
34
$666K 0.28%
+3,021
35
$624K 0.27%
+4,693
36
$616K 0.26%
+2,536
37
$574K 0.24%
+930
38
$568K 0.24%
+10,988
39
$564K 0.24%
+3,985
40
$524K 0.22%
+13,412
41
$517K 0.22%
+4,371
42
$505K 0.21%
+7,938
43
$489K 0.21%
+1,770
44
$478K 0.2%
+8,838
45
$475K 0.2%
+5,000
46
$459K 0.2%
+3,663
47
$454K 0.19%
+18,062
48
$447K 0.19%
+3,728
49
$444K 0.19%
+2,096
50
$431K 0.18%
+3,386
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