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
+$10.4M
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 4.33%
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
651
$1K ﹤0.01%
+12
652
$1K ﹤0.01%
+9
653
$1K ﹤0.01%
+37
654
$0 ﹤0.01%
+2
655
$0 ﹤0.01%
+6
656
$0 ﹤0.01%
+1
657
$0 ﹤0.01%
+4
658
$0 ﹤0.01%
+4
659
$0 ﹤0.01%
+3
660
$0 ﹤0.01%
+11
661
$0 ﹤0.01%
+7
662
$0 ﹤0.01%
+6
663
$0 ﹤0.01%
+2
664
$0 ﹤0.01%
+20
665
$0 ﹤0.01%
+2
666
$0 ﹤0.01%
+1
667
$0 ﹤0.01%
+4
668
$0 ﹤0.01%
+3
669
$0 ﹤0.01%
+23
670
$0 ﹤0.01%
+8
671
$0 ﹤0.01%
+10
672
$0 ﹤0.01%
+3
673
$0 ﹤0.01%
+3
674
$0 ﹤0.01%
+2
675
$0 ﹤0.01%
+11
24 25 26
27
28