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
526
$3K ﹤0.01%
+35
527
$3K ﹤0.01%
+112
528
$3K ﹤0.01%
+112
529
$3K ﹤0.01%
+27
530
$3K ﹤0.01%
+13
531
$3K ﹤0.01%
+89
532
$3K ﹤0.01%
+8
533
$3K ﹤0.01%
+108
534
$3K ﹤0.01%
+55
535
$3K ﹤0.01%
+17
536
$3K ﹤0.01%
+72
537
$3K ﹤0.01%
+52
538
$3K ﹤0.01%
+53
539
$3K ﹤0.01%
+41
540
$3K ﹤0.01%
+36
541
$3K ﹤0.01%
+9
542
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543
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544
$3K ﹤0.01%
+40
545
$3K ﹤0.01%
+14
546
$3K ﹤0.01%
+20
547
$3K ﹤0.01%
+27
548
$3K ﹤0.01%
+12
549
$2K ﹤0.01%
+69
550
$2K ﹤0.01%
+15
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