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
$348M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.58M
3
+$4.97M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$3.61M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.56M

Top Sells

1
+$2.79M
2
+$1.4M
3
+$686K
4
ARKK icon
ARK Innovation ETF
ARKK
+$647K
5
CIT
CIT Group Inc.
CIT
+$627K

Sector Composition

1 Technology 4.95%
2 Financials 4.32%
3 Industrials 4.02%
4 Healthcare 3.91%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$996K 0.29%
14,591
+866
27
$965K 0.28%
1,480
+664
28
$955K 0.27%
19,897
-10,324
29
$884K 0.25%
10,317
-4,560
30
$868K 0.25%
4,003
+43
31
$844K 0.24%
1,932
+525
32
$808K 0.23%
4,552
-29
33
$807K 0.23%
4,647
+1,996
34
$804K 0.23%
1,010
+36
35
$804K 0.23%
4,697
+70
36
$784K 0.23%
4,700
-1,960
37
$730K 0.21%
4,465
-406
38
$724K 0.21%
9,537
+2,533
39
$715K 0.21%
+14,197
40
$715K 0.21%
34,838
-220
41
$710K 0.2%
16,431
+7,101
42
$687K 0.2%
10,833
-1,338
43
$659K 0.19%
4,298
+805
44
$659K 0.19%
+9,076
45
$652K 0.19%
30,509
-1,803
46
$632K 0.18%
1,634
+53
47
$625K 0.18%
+10,283
48
$623K 0.18%
7,711
-5,703
49
$610K 0.18%
16,235
+2,667
50
$602K 0.17%
61,456
+23,333
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2
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