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
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$22.3M
3
+$18M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.31%
2 Financials 4.69%
3 Healthcare 4.17%
4 Communication Services 3.83%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
+83
502
$5K ﹤0.01%
+13
503
$5K ﹤0.01%
+45
504
$5K ﹤0.01%
+1,489
505
$5K ﹤0.01%
+290
506
$5K ﹤0.01%
+217
507
$5K ﹤0.01%
+118
508
$5K ﹤0.01%
+35
509
$5K ﹤0.01%
+69
510
$5K ﹤0.01%
+29
511
$5K ﹤0.01%
+70
512
$5K ﹤0.01%
+76
513
$4K ﹤0.01%
+181
514
$4K ﹤0.01%
+15
515
$4K ﹤0.01%
+69
516
$4K ﹤0.01%
+265
517
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+14
518
$4K ﹤0.01%
+27
519
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+22
520
$4K ﹤0.01%
+58
521
$4K ﹤0.01%
+52
522
$4K ﹤0.01%
+50
523
$3K ﹤0.01%
+41
524
$3K ﹤0.01%
+27
525
$3K ﹤0.01%
+110
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