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
$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 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.32%
1,592
+47
27
$1.08M 0.32%
5,929
+10
28
$1.07M 0.32%
34,275
29
$1.04M 0.31%
10,206
+1,266
30
$954K 0.28%
9,234
+216
31
$942K 0.28%
5,794
-306
32
$910K 0.27%
5,975
33
$903K 0.27%
49,660
+60
34
$896K 0.26%
10,804
-381
35
$885K 0.26%
7,500
+360
36
$855K 0.25%
4,966
+171
37
$839K 0.25%
27,770
38
$836K 0.25%
15,962
-266
39
$821K 0.24%
10,474
-56
40
$820K 0.24%
4,974
-4
41
$818K 0.24%
16,061
-148
42
$810K 0.24%
7,386
+936
43
$802K 0.24%
6,581
44
$785K 0.23%
79,825
+2,993
45
$780K 0.23%
8,475
+345
46
$779K 0.23%
26,428
+4,060
47
$770K 0.23%
13,130
-760
48
$769K 0.23%
3,800
+25
49
$739K 0.22%
9,691
+101
50
$723K 0.21%
24,145
+746
1
2
3 4 5