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
476
$5K ﹤0.01%
26
-7
477
$5K ﹤0.01%
146
478
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45
479
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160
-616
480
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769
481
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88
-27
482
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40
-8,276
483
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484
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155
-4,235
485
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81
-25
486
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76
487
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82
488
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217
489
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20
-665
490
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35
491
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492
$4K ﹤0.01%
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110
494
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181
495
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30
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496
$4K ﹤0.01%
8
497
$4K ﹤0.01%
89
+17
498
$4K ﹤0.01%
27
499
$4K ﹤0.01%
20
500
$4K ﹤0.01%
22
18 19
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