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
101
$330K 0.12%
1,703
+394
102
$324K 0.12%
6,038
+1,232
103
$322K 0.12%
1,332
104
$321K 0.12%
1,074
-252
105
$317K 0.12%
541
-252
106
$313K 0.12%
7,594
-16
107
$303K 0.11%
219
+23
108
$302K 0.11%
1,908
+1,829
109
$302K 0.11%
4,449
+1,195
110
$299K 0.11%
3,952
+984
111
$299K 0.11%
2,711
+913
112
$298K 0.11%
+15,134
113
$298K 0.11%
5,535
+808
114
$290K 0.11%
4,765
-1,406
115
$279K 0.11%
1,910
-10
116
$271K 0.1%
13,560
-5,760
117
$271K 0.1%
1,315
+592
118
$269K 0.1%
711
+142
119
$268K 0.1%
2,436
+755
120
$267K 0.1%
8,357
+1,189
121
$266K 0.1%
8,435
+1,109
122
$265K 0.1%
604
+39
123
$265K 0.1%
14,192
+14,139
124
$265K 0.1%
11,534
+2,563
125
$264K 0.1%
3,762
+524
3 4
5
6 7