KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
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
+$10.5M
2
+$6.59M
3
+$4.8M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$3.72M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.56M

Top Sells

1
+$2.85M
2
+$1.38M
3
+$748K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$670K
5
CIT
CIT Group Inc.
CIT
+$643K

Sector Composition

1 Technology 4.95%
2 Financials 4.33%
3 Industrials 4.02%
4 Healthcare 3.91%
5 Communication Services 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
+35
502
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+323
503
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+36
504
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505
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506
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507
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508
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+1,369
509
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510
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511
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512
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513
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514
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515
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516
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517
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518
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520
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521
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522
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523
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524
$4K ﹤0.01%
+36
525
$4K ﹤0.01%
+113
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