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
$340M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$2.74M
3
+$1.22M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$339K
5
META icon
Meta Platforms (Facebook)
META
+$260K

Top Sells

1
+$2.32M
2
+$2.24M
3
+$2.2M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.85M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.48M

Sector Composition

1 Financials 5.02%
2 Industrials 4.68%
3 Healthcare 4.52%
4 Technology 4.31%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.21%
6,497
-252
52
$721K 0.21%
4,651
-65
53
$720K 0.21%
4,018
-35
54
$712K 0.21%
9,750
-47
55
$698K 0.21%
61,617
+10,684
56
$688K 0.2%
8,912
+15
57
$682K 0.2%
4,406
+439
58
$666K 0.2%
2,111
+48
59
$662K 0.19%
3,355
+95
60
$656K 0.19%
12,551
+1,161
61
$653K 0.19%
1,460
+67
62
$651K 0.19%
3,408
-2
63
$643K 0.19%
3,215
+412
64
$641K 0.19%
7,946
+1,027
65
$641K 0.19%
3,809
-45
66
$640K 0.19%
418
-5
67
$630K 0.19%
1,364
+4
68
$627K 0.18%
9,882
+1,044
69
$623K 0.18%
3,778
+69
70
$612K 0.18%
3,678
+5
71
$608K 0.18%
2,778
+429
72
$606K 0.18%
1,481
-716
73
$596K 0.18%
2,200
-11
74
$593K 0.17%
28,748
+1,003
75
$590K 0.17%
12,407
+1,401
1 2
3
4 5