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
126
$264K 0.1%
4,129
+1,535
127
$263K 0.1%
+4,703
128
$262K 0.1%
1,905
+573
129
$258K 0.1%
+4,279
130
$256K 0.1%
3,304
-824
131
$256K 0.1%
2,912
+223
132
$255K 0.1%
4,602
-1,144
133
$254K 0.1%
4,773
+771
134
$253K 0.1%
1,227
+168
135
$248K 0.09%
3,180
-761
136
$243K 0.09%
834
-1,702
137
$239K 0.09%
1,008
-229
138
$239K 0.09%
4,840
+750
139
$238K 0.09%
1,269
+150
140
$233K 0.09%
+12,833
141
$232K 0.09%
1,126
+280
142
$227K 0.09%
4,458
+1,083
143
$225K 0.09%
2,889
+807
144
$224K 0.08%
667
+167
145
$224K 0.08%
+1,532
146
$214K 0.08%
+2,885
147
$213K 0.08%
+3,741
148
$212K 0.08%
+6,114
149
$211K 0.08%
2,523
-321
150
$210K 0.08%
4,407
-1,759
4 5
6
7 8