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
51
$600K 0.17%
445
+91
52
$598K 0.17%
2,231
+375
53
$596K 0.17%
14,204
+1,999
54
$593K 0.17%
2,473
+858
55
$582K 0.17%
27,927
+11,734
56
$575K 0.17%
4,780
-283
57
$575K 0.17%
4,513
+1,149
58
$564K 0.16%
20,654
+6,264
59
$562K 0.16%
4,043
+622
60
$554K 0.16%
+7,229
61
$551K 0.16%
3,308
-900
62
$549K 0.16%
+4,469
63
$548K 0.16%
10,550
+1,448
64
$542K 0.16%
3,536
+831
65
$541K 0.16%
6,338
+1,504
66
$521K 0.15%
3,000
-248
67
$520K 0.15%
3,254
-62
68
$519K 0.15%
6,149
+430
69
$512K 0.15%
2,030
+212
70
$510K 0.15%
2,639
+270
71
$506K 0.15%
6,274
+1,397
72
$506K 0.15%
3,257
+640
73
$505K 0.14%
2,822
+513
74
$503K 0.14%
5,033
+1,789
75
$501K 0.14%
7,179
+2,600
1 2
3
4 5