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
76
$329K 0.14%
+1,781
77
$327K 0.14%
+6,171
78
$324K 0.14%
+6,365
79
$321K 0.14%
+14,514
80
$321K 0.14%
+5,933
81
$320K 0.14%
+10,746
82
$319K 0.14%
+9,866
83
$318K 0.14%
+4,800
84
$314K 0.13%
+2,470
85
$311K 0.13%
+6,509
86
$310K 0.13%
+4,593
87
$308K 0.13%
+823
88
$299K 0.13%
+1,894
89
$299K 0.13%
+1,237
90
$298K 0.13%
+1,332
91
$294K 0.13%
+7,610
92
$294K 0.13%
+3,723
93
$285K 0.12%
+6,166
94
$280K 0.12%
+1,979
95
$277K 0.12%
+3,941
96
$273K 0.12%
+2,383
97
$272K 0.12%
+1,824
98
$271K 0.12%
+9,896
99
$270K 0.11%
+1,647
100
$266K 0.11%
+3,277
2 3
4
5 6