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
76
$571K 0.17%
2,043
+353
77
$560K 0.16%
1,537
-10
78
$558K 0.16%
2,873
-2
79
$544K 0.16%
6,541
+1,019
80
$544K 0.16%
15,281
+1,673
81
$543K 0.16%
10,513
+46
82
$537K 0.16%
5,502
-21
83
$529K 0.16%
3,557
+410
84
$528K 0.16%
2,474
+360
85
$519K 0.15%
1,819
-68
86
$516K 0.15%
11,799
-82
87
$514K 0.15%
3,104
+353
88
$513K 0.15%
3,604
-27
89
$502K 0.15%
6,312
-386
90
$501K 0.15%
1,801
-15
91
$495K 0.15%
134,098
-1,382
92
$493K 0.14%
4,020
+476
93
$487K 0.14%
6,485
+878
94
$485K 0.14%
12,611
+741
95
$485K 0.14%
12,482
+1,402
96
$480K 0.14%
20,649
+446
97
$479K 0.14%
6,797
+1,032
98
$479K 0.14%
2,058
-11
99
$476K 0.14%
1,310
-116
100
$474K 0.14%
1,142
-7
2 3
4
5 6