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
501
$4K ﹤0.01%
+153
502
$4K ﹤0.01%
9
503
$4K ﹤0.01%
58
504
$4K ﹤0.01%
52
505
$4K ﹤0.01%
50
506
$4K ﹤0.01%
113
-33
507
$3K ﹤0.01%
12
508
$3K ﹤0.01%
29
-560
509
$3K ﹤0.01%
31
-134
510
$3K ﹤0.01%
112
511
$3K ﹤0.01%
112
512
$3K ﹤0.01%
27
513
$3K ﹤0.01%
89
514
$3K ﹤0.01%
41
515
$3K ﹤0.01%
6
516
$3K ﹤0.01%
27
517
$3K ﹤0.01%
22
518
$3K ﹤0.01%
35
519
$3K ﹤0.01%
13
520
$3K ﹤0.01%
45
521
$3K ﹤0.01%
108
522
$3K ﹤0.01%
55
523
$3K ﹤0.01%
23
524
$3K ﹤0.01%
52
525
$3K ﹤0.01%
53
19 20
21
22 23