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
$265M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.96M
3
+$3.57M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$2.89M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.88M

Top Sells

1
+$3.37M
2
+$2.76M
3
+$1.94M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.05M
5
ZG icon
Zillow
ZG
+$1.03M

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
51
$511K 0.19%
10,194
+6,028
52
$510K 0.19%
4,310
-690
53
$506K 0.19%
1,462
+1,457
54
$490K 0.19%
1,169
+331
55
$477K 0.18%
3,224
-162
56
$476K 0.18%
5,661
+2,384
57
$470K 0.18%
890
+703
58
$465K 0.18%
1,275
-9
59
$455K 0.17%
292
+65
60
$448K 0.17%
+7,683
61
$448K 0.17%
3,095
-568
62
$445K 0.17%
3,296
+767
63
$441K 0.17%
6,544
+1,744
64
$439K 0.17%
7,843
+4,181
65
$433K 0.16%
5,703
+2,971
66
$430K 0.16%
3,520
-600
67
$429K 0.16%
3,051
+1,490
68
$425K 0.16%
9,776
+215
69
$423K 0.16%
9,591
+3,082
70
$417K 0.16%
8,391
+2,458
71
$413K 0.16%
31,263
+2,802
72
$411K 0.16%
3,315
+9
73
$408K 0.15%
4,516
-286
74
$399K 0.15%
1,727
+90
75
$398K 0.15%
7,090
+1,767
1 2
3
4 5