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
$265M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.81M
3
+$3.58M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.85M
5
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$2.81M

Top Sells

1
+$3.35M
2
+$2.77M
3
+$1.81M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.06M
5
ZG icon
Zillow
ZG
+$1.02M

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%
112
527
$3K ﹤0.01%
12
528
$3K ﹤0.01%
26
-96
529
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13
530
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45
531
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53
532
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41
533
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534
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14
-468
535
$3K ﹤0.01%
13
536
$3K ﹤0.01%
40
537
$3K ﹤0.01%
82
-11,506
538
$2K ﹤0.01%
34
539
$2K ﹤0.01%
19
540
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19
-176
541
$2K ﹤0.01%
15
542
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41
543
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25
544
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10
545
$2K ﹤0.01%
8
546
$2K ﹤0.01%
30
-823
547
$2K ﹤0.01%
111
548
$2K ﹤0.01%
40
549
$2K ﹤0.01%
157
550
$2K ﹤0.01%
26
20 21
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