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
76
$499K 0.14%
1,917
+401
77
$494K 0.14%
3,084
-897
78
$488K 0.14%
14,283
-9,198
79
$481K 0.14%
9,256
-2,831
80
$479K 0.14%
11,486
+806
81
$473K 0.14%
1,208
-79
82
$469K 0.13%
5,904
+557
83
$467K 0.13%
4,515
+885
84
$466K 0.13%
15,804
+9,680
85
$466K 0.13%
3,220
-240
86
$466K 0.13%
7,808
+861
87
$463K 0.13%
3,360
+1,320
88
$456K 0.13%
2,787
+1,307
89
$453K 0.13%
4,173
-791
90
$452K 0.13%
2,746
-420
91
$438K 0.13%
1,988
-165
92
$437K 0.13%
1,412
+608
93
$436K 0.13%
7,367
+433
94
$435K 0.12%
4,021
-6,337
95
$433K 0.12%
255
+14
96
$429K 0.12%
22,852
+5,169
97
$424K 0.12%
2,784
+437
98
$423K 0.12%
+2,407
99
$415K 0.12%
8,068
-2,541
100
$408K 0.12%
983
-1,111
2 3
4
5 6