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
+$4.81M
3
+$3.58M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.85M
5
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$2.81M

Top Sells

1
+$3.35M
2
+$2.77M
3
+$1.81M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.06M
5
ZG icon
Zillow
ZG
+$1.02M

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%
21
602
$1K ﹤0.01%
49
603
$1K ﹤0.01%
+33
604
$1K ﹤0.01%
30
-3,803
605
$1K ﹤0.01%
23
-200
606
$1K ﹤0.01%
62
+1
607
$1K ﹤0.01%
6
608
$1K ﹤0.01%
3
609
$1K ﹤0.01%
15
610
$1K ﹤0.01%
33
611
$1K ﹤0.01%
7
612
– –
-2,659
613
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614
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-3,484
615
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616
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617
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-623
618
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619
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620
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621
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622
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623
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624
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625
– –
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23 24
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