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
101
$262K 0.11%
+2,039
102
$258K 0.11%
+19,320
103
$249K 0.11%
+1,309
104
$248K 0.11%
+1,681
105
$246K 0.1%
+4,806
106
$242K 0.1%
+2,594
107
$239K 0.1%
+1,698
108
$239K 0.1%
+1,044
109
$238K 0.1%
+4,727
110
$236K 0.1%
+1,041
111
$236K 0.1%
+1,213
112
$235K 0.1%
+5,070
113
$233K 0.1%
+3,839
114
$232K 0.1%
+3,484
115
$227K 0.1%
+3,238
116
$227K 0.1%
+565
117
$227K 0.1%
+196
118
$227K 0.1%
+4,166
119
$226K 0.1%
+1,119
120
$226K 0.1%
+654
121
$221K 0.09%
+8,971
122
$218K 0.09%
+3,825
123
$216K 0.09%
+1,792
124
$216K 0.09%
+3,910
125
$215K 0.09%
+5,125
3 4
5
6 7