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
551
$2K ﹤0.01%
3
552
$2K ﹤0.01%
34
553
$2K ﹤0.01%
84
554
$2K ﹤0.01%
201
555
$2K ﹤0.01%
18
556
$2K ﹤0.01%
30
-823
557
$2K ﹤0.01%
145
558
$2K ﹤0.01%
69
559
$2K ﹤0.01%
12
560
$2K ﹤0.01%
15
561
$2K ﹤0.01%
9
562
$2K ﹤0.01%
12
563
$2K ﹤0.01%
57
-371
564
$2K ﹤0.01%
10
565
$2K ﹤0.01%
17
566
$2K ﹤0.01%
140
567
$2K ﹤0.01%
39
568
$2K ﹤0.01%
44
569
$2K ﹤0.01%
17
570
$2K ﹤0.01%
40
571
$2K ﹤0.01%
157
572
$2K ﹤0.01%
26
573
$2K ﹤0.01%
20
574
$2K ﹤0.01%
30
575
$2K ﹤0.01%
27
21 22
23
24 25