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
526
$3K ﹤0.01%
41
527
$3K ﹤0.01%
36
528
$3K ﹤0.01%
14
-468
529
$3K ﹤0.01%
13
530
$3K ﹤0.01%
40
531
$3K ﹤0.01%
14
532
$3K ﹤0.01%
82
-11,506
533
$3K ﹤0.01%
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534
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12
535
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26
-96
536
$3K ﹤0.01%
14
-1,232
537
$3K ﹤0.01%
+60
538
$2K ﹤0.01%
19
539
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19
-176
540
$2K ﹤0.01%
15
541
$2K ﹤0.01%
203
542
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25
543
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544
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8
545
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7
-1,034
546
$2K ﹤0.01%
35
547
$2K ﹤0.01%
99
548
$2K ﹤0.01%
14
-762
549
$2K ﹤0.01%
14
550
$2K ﹤0.01%
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