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

Top Buys

1
+$28.8M
2
+$22.3M
3
+$18M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$16.5M

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%
+9
577
$2K ﹤0.01%
+12
578
$2K ﹤0.01%
+45
579
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580
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581
$2K ﹤0.01%
+111
582
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+10
583
$2K ﹤0.01%
+140
584
$2K ﹤0.01%
+39
585
$2K ﹤0.01%
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586
$2K ﹤0.01%
+40
587
$2K ﹤0.01%
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588
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589
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590
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591
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592
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595
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+9
596
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+27
597
$2K ﹤0.01%
+7
598
$2K ﹤0.01%
+12
599
$2K ﹤0.01%
+24
600
$2K ﹤0.01%
+34
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