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
476
$7K ﹤0.01%
+43
477
$7K ﹤0.01%
+21
478
$7K ﹤0.01%
+378
479
$7K ﹤0.01%
399
-14,172
480
$7K ﹤0.01%
+403
481
$7K ﹤0.01%
141
-12,630
482
$6K ﹤0.01%
+114
483
$6K ﹤0.01%
+585
484
$6K ﹤0.01%
+48
485
$6K ﹤0.01%
+122
486
$6K ﹤0.01%
+101
487
$6K ﹤0.01%
+83
488
$6K ﹤0.01%
+13
489
$6K ﹤0.01%
+69
490
$6K ﹤0.01%
+76
491
$6K ﹤0.01%
+108
492
$6K ﹤0.01%
+32
493
$6K ﹤0.01%
+60
494
$6K ﹤0.01%
+48
495
$6K ﹤0.01%
+216
496
$6K ﹤0.01%
183
-12,360
497
$6K ﹤0.01%
+84
498
$6K ﹤0.01%
+29
499
$5K ﹤0.01%
+133
500
$5K ﹤0.01%
+1,369
18 19
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