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
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$22.3M
3
+$18M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.31%
2 Financials 4.69%
3 Healthcare 4.17%
4 Communication Services 3.83%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.18%
+4,802
52
$425K 0.18%
+4,120
53
$415K 0.18%
+1,282
54
$395K 0.17%
+11,588
55
$394K 0.17%
+1,284
56
$391K 0.17%
+3,306
57
$388K 0.17%
+28,461
58
$384K 0.16%
+2,318
59
$378K 0.16%
+1,349
60
$377K 0.16%
+793
61
$377K 0.16%
+1,326
62
$376K 0.16%
+6,195
63
$370K 0.16%
+6,210
64
$367K 0.16%
+1,637
65
$362K 0.15%
+9,561
66
$360K 0.15%
+2,529
67
$355K 0.15%
+5,129
68
$354K 0.15%
+6,724
69
$350K 0.15%
+1,510
70
$349K 0.15%
+4,594
71
$347K 0.15%
+838
72
$346K 0.15%
+32,049
73
$341K 0.15%
+5,323
74
$335K 0.14%
+5,746
75
$334K 0.14%
+227
1 2
3
4 5