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
$340M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$2.74M
3
+$1.22M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$339K
5
META icon
Meta Platforms (Facebook)
META
+$260K

Top Sells

1
+$2.32M
2
+$2.24M
3
+$2.2M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.85M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.48M

Sector Composition

1 Financials 5.02%
2 Industrials 4.68%
3 Healthcare 4.52%
4 Technology 4.31%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
32
552
$2K ﹤0.01%
24
553
$2K ﹤0.01%
31
554
$2K ﹤0.01%
15
555
$2K ﹤0.01%
7
556
$2K ﹤0.01%
12
557
$2K ﹤0.01%
18
+2
558
$2K ﹤0.01%
+39
559
$2K ﹤0.01%
16
560
$2K ﹤0.01%
+49
561
$2K ﹤0.01%
15
562
$2K ﹤0.01%
43
563
$2K ﹤0.01%
7
564
$2K ﹤0.01%
14
565
$2K ﹤0.01%
+5
566
$2K ﹤0.01%
+39
567
$2K ﹤0.01%
56
568
$2K ﹤0.01%
10
-563
569
$2K ﹤0.01%
71
570
$1K ﹤0.01%
19
571
$1K ﹤0.01%
10
572
$1K ﹤0.01%
8
573
$1K ﹤0.01%
10
574
$1K ﹤0.01%
21
575
$1K ﹤0.01%
+31
21 22
23
24 25