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
$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
526
$3K ﹤0.01%
+41
527
$3K ﹤0.01%
+27
528
$3K ﹤0.01%
+110
529
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530
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+8
531
$3K ﹤0.01%
+108
532
$3K ﹤0.01%
+55
533
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+17
534
$3K ﹤0.01%
+72
535
$3K ﹤0.01%
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536
$3K ﹤0.01%
+53
537
$3K ﹤0.01%
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538
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539
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540
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541
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542
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543
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544
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545
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+27
546
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+12
547
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+27
548
$3K ﹤0.01%
+13
549
$2K ﹤0.01%
+19
550
$2K ﹤0.01%
+15
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