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
$265M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.96M
3
+$3.57M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$2.89M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.88M

Top Sells

1
+$3.37M
2
+$2.76M
3
+$1.94M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.05M
5
ZG icon
Zillow
ZG
+$1.03M

Sector Composition

1 Technology 5.34%
2 Financials 5.15%
3 Healthcare 4.32%
4 Industrials 3.84%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$915K 0.35%
11,902
+1,172
27
$804K 0.3%
2,780
+1,431
28
$781K 0.3%
12,493
-100
29
$732K 0.28%
4,431
+446
30
$710K 0.27%
4,311
-94
31
$655K 0.25%
4,236
-457
32
$648K 0.24%
938
+8
33
$636K 0.24%
4,640
-4,810
34
$628K 0.24%
11,840
+852
35
$628K 0.24%
25,444
+7,382
36
$595K 0.22%
8,644
+706
37
$591K 0.22%
25,660
+11,146
38
$590K 0.22%
13,819
+10,203
39
$577K 0.22%
1,956
+186
40
$573K 0.22%
6,747
-3,989
41
$570K 0.22%
+11,043
42
$568K 0.21%
787
-348
43
$568K 0.21%
6,413
-11,831
44
$549K 0.21%
3,855
-2,859
45
$547K 0.21%
1,503
+221
46
$539K 0.2%
7,400
+6,176
47
$538K 0.2%
32,049
48
$522K 0.2%
1,430
-542
49
$516K 0.2%
4,291
-80
50
$515K 0.19%
9,018
+2,823
1
2
3 4 5