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
551
$3K ﹤0.01%
+18
552
$3K ﹤0.01%
+13
553
$3K ﹤0.01%
+69
554
$3K ﹤0.01%
+8
555
$3K ﹤0.01%
+52
556
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557
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+17
558
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+52
559
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560
$3K ﹤0.01%
+344
561
$3K ﹤0.01%
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562
$3K ﹤0.01%
+92
563
$2K ﹤0.01%
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564
$2K ﹤0.01%
+10
565
$2K ﹤0.01%
+44
566
$2K ﹤0.01%
+14
567
$2K ﹤0.01%
+30
568
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+39
569
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+19
570
$2K ﹤0.01%
+40
571
$2K ﹤0.01%
+21
572
$2K ﹤0.01%
+16
573
$2K ﹤0.01%
+108
574
$2K ﹤0.01%
+55
575
$2K ﹤0.01%
+44
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