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
$348M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.58M
3
+$4.97M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$3.61M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.56M

Top Sells

1
+$2.79M
2
+$1.4M
3
+$686K
4
ARKK icon
ARK Innovation ETF
ARKK
+$647K
5
CIT
CIT Group Inc.
CIT
+$627K

Sector Composition

1 Technology 4.95%
2 Financials 4.32%
3 Industrials 4.02%
4 Healthcare 3.91%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
+111
602
$2K ﹤0.01%
+140
603
$2K ﹤0.01%
+55
604
$2K ﹤0.01%
+157
605
$2K ﹤0.01%
+44
606
$2K ﹤0.01%
75
-5,365
607
$2K ﹤0.01%
+30
608
$2K ﹤0.01%
+3
609
$2K ﹤0.01%
+4
610
$2K ﹤0.01%
+14
611
$2K ﹤0.01%
+8
612
$2K ﹤0.01%
+26
613
$2K ﹤0.01%
+8
614
$2K ﹤0.01%
+13
615
$2K ﹤0.01%
+12
616
$2K ﹤0.01%
+24
617
$2K ﹤0.01%
+30
618
$2K ﹤0.01%
+39
619
$2K ﹤0.01%
+19
620
$2K ﹤0.01%
+40
621
$2K ﹤0.01%
+21
622
$1K ﹤0.01%
+4
623
$1K ﹤0.01%
+30
624
$1K ﹤0.01%
+2
625
$1K ﹤0.01%
+2
23 24
25
26 27