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
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$21.7M
3
+$18.1M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$15.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.31%
2 Financials 4.69%
3 Healthcare 4.17%
4 Communication Services 3.83%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
+26
577
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+8
578
$2K ﹤0.01%
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579
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+35
580
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+99
581
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582
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583
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584
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585
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586
$2K ﹤0.01%
+84
587
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588
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589
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591
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592
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594
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595
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+12
596
$2K ﹤0.01%
+111
597
$2K ﹤0.01%
+10
598
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+17
599
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+140
600
$2K ﹤0.01%
+39
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