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
$265M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.96M
3
+$3.57M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$2.89M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.88M

Top Sells

1
+$3.37M
2
+$2.76M
3
+$1.94M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.05M
5
ZG icon
Zillow
ZG
+$1.03M

Sector Composition

1 Technology 5.34%
2 Financials 5.15%
3 Healthcare 4.32%
4 Industrials 3.84%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
15
602
$1K ﹤0.01%
17
603
$1K ﹤0.01%
11
604
$1K ﹤0.01%
21
605
$1K ﹤0.01%
49
606
$1K ﹤0.01%
+33
607
$1K ﹤0.01%
30
-3,803
608
$1K ﹤0.01%
23
-200
609
$1K ﹤0.01%
62
+1
610
$1K ﹤0.01%
33
611
$1K ﹤0.01%
7
612
– –
-57
613
– –
-623
614
– –
-2,081
615
– –
-2,318
616
– –
-592
617
– –
-1,536
618
– –
-110
619
– –
-594
620
– –
-162
621
– –
-141
622
– –
-5,125
623
– –
-3,195
624
– –
-744
625
– –
-775
23 24
25
26 27