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
76
$396K 0.15%
5,539
+946
77
$396K 0.15%
5,415
+2,854
78
$394K 0.15%
2,881
+2,782
79
$393K 0.15%
3,003
-725
80
$392K 0.15%
4,874
+2,726
81
$389K 0.15%
11,564
+818
82
$387K 0.15%
12,075
+11,670
83
$382K 0.14%
5,084
-45
84
$380K 0.14%
2,462
+638
85
$380K 0.14%
7,349
+984
86
$375K 0.14%
4,744
+150
87
$372K 0.14%
1,941
+294
88
$367K 0.14%
2,312
+418
89
$361K 0.14%
+15,668
90
$360K 0.14%
2,431
+452
91
$358K 0.14%
2,317
+278
92
$355K 0.13%
1,614
-1,407
93
$351K 0.13%
2,271
-199
94
$349K 0.13%
1,413
+200
95
$348K 0.13%
2,269
+588
96
$346K 0.13%
2,390
+587
97
$343K 0.13%
6,338
-386
98
$338K 0.13%
4,157
+434
99
$334K 0.13%
11,790
+1,894
100
$332K 0.13%
2,695
+1,171
2 3
4
5 6