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
526
$4K ﹤0.01%
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527
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$3K ﹤0.01%
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529
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530
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531
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532
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533
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535
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540
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541
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+89
542
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545
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546
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+22
548
$3K ﹤0.01%
+3
549
$3K ﹤0.01%
+130
550
$3K ﹤0.01%
+84
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