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

Top Buys

1
+$10.5M
2
+$6.59M
3
+$4.8M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$3.72M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.56M

Top Sells

1
+$2.85M
2
+$1.38M
3
+$748K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$670K
5
CIT
CIT Group Inc.
CIT
+$643K

Sector Composition

1 Technology 4.95%
2 Financials 4.33%
3 Industrials 4.02%
4 Healthcare 3.91%
5 Communication Services 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
+9
602
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603
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+49
604
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+140
605
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606
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607
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608
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609
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75
-5,365
610
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611
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612
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613
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614
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615
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616
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+8
617
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618
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619
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+108
620
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+12
621
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+111
622
$1K ﹤0.01%
+2
623
$1K ﹤0.01%
+2
624
$1K ﹤0.01%
+4
625
$1K ﹤0.01%
+4
23 24
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