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
101
$472K 0.14%
12,904
+1,586
102
$470K 0.14%
7,068
-58
103
$461K 0.14%
10,260
-465
104
$448K 0.13%
1,421
+136
105
$446K 0.13%
1,921
-17
106
$443K 0.13%
2,316
+367
107
$441K 0.13%
3,189
+1
108
$432K 0.13%
9,099
-1,152
109
$430K 0.13%
1,504
-106
110
$422K 0.12%
1,180
+167
111
$413K 0.12%
9,481
+1,310
112
$402K 0.12%
5,640
-175
113
$399K 0.12%
14,646
+2,420
114
$396K 0.12%
3,762
+421
115
$387K 0.11%
5,579
+219
116
$383K 0.11%
5,007
-766
117
$379K 0.11%
2,652
-7
118
$375K 0.11%
10,539
+1,778
119
$375K 0.11%
1,864
-628
120
$373K 0.11%
11,415
+1,474
121
$365K 0.11%
2,132
+632
122
$362K 0.11%
7,548
-11
123
$361K 0.11%
59,603
+7,285
124
$352K 0.1%
7,577
125
$348K 0.1%
4,846
-308
3 4
5
6 7