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
551
$3K ﹤0.01%
+52
552
$3K ﹤0.01%
+60
553
$3K ﹤0.01%
+41
554
$3K ﹤0.01%
+344
555
$3K ﹤0.01%
+35
556
$3K ﹤0.01%
+92
557
$3K ﹤0.01%
+9
558
$3K ﹤0.01%
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559
$3K ﹤0.01%
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560
$3K ﹤0.01%
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561
$3K ﹤0.01%
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562
$3K ﹤0.01%
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563
$2K ﹤0.01%
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564
$2K ﹤0.01%
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565
$2K ﹤0.01%
+40
566
$2K ﹤0.01%
+34
567
$2K ﹤0.01%
+10
568
$2K ﹤0.01%
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569
$2K ﹤0.01%
+19
570
$2K ﹤0.01%
+15
571
$2K ﹤0.01%
+203
572
$2K ﹤0.01%
+10
573
$2K ﹤0.01%
+8
574
$2K ﹤0.01%
+29
575
$2K ﹤0.01%
+12
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