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
101
$406K 0.12%
+1,064
102
$396K 0.11%
8,538
+526
103
$395K 0.11%
2,036
+291
104
$389K 0.11%
4,536
-1,087
105
$387K 0.11%
4,440
+258
106
$385K 0.11%
5,553
+750
107
$384K 0.11%
789
+44
108
$373K 0.11%
7,021
+1,232
109
$372K 0.11%
3,932
-2,384
110
$371K 0.11%
8,344
+102
111
$370K 0.11%
1,431
-143
112
$366K 0.11%
7,105
-821
113
$363K 0.1%
+543
114
$361K 0.1%
+21,411
115
$358K 0.1%
1,007
+205
116
$357K 0.1%
+8,407
117
$348K 0.1%
+42,306
118
$343K 0.1%
+8,736
119
$337K 0.1%
+8,623
120
$335K 0.1%
+32,046
121
$330K 0.09%
5,767
+265
122
$329K 0.09%
5,263
+947
123
$321K 0.09%
+8,259
124
$316K 0.09%
1,345
+119
125
$312K 0.09%
4,245
-3,132
3 4
5
6 7