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
$348M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.58M
3
+$4.97M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$3.61M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.56M

Top Sells

1
+$2.79M
2
+$1.4M
3
+$686K
4
ARKK icon
ARK Innovation ETF
ARKK
+$647K
5
CIT
CIT Group Inc.
CIT
+$627K

Sector Composition

1 Technology 4.95%
2 Financials 4.32%
3 Industrials 4.02%
4 Healthcare 3.91%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
+113
527
$4K ﹤0.01%
+27
528
$3K ﹤0.01%
+84
529
$3K ﹤0.01%
+12
530
$3K ﹤0.01%
+89
531
$3K ﹤0.01%
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532
$3K ﹤0.01%
+26
533
$3K ﹤0.01%
+89
534
$3K ﹤0.01%
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535
$3K ﹤0.01%
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536
$3K ﹤0.01%
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537
$3K ﹤0.01%
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538
$3K ﹤0.01%
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539
$3K ﹤0.01%
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540
$3K ﹤0.01%
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541
$3K ﹤0.01%
+13
542
$3K ﹤0.01%
+69
543
$3K ﹤0.01%
+8
544
$3K ﹤0.01%
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545
$3K ﹤0.01%
+13
546
$3K ﹤0.01%
+57
547
$3K ﹤0.01%
+39
548
$3K ﹤0.01%
+17
549
$3K ﹤0.01%
+23
550
$3K ﹤0.01%
+46
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