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
126
$312K 0.09%
+1,955
127
$311K 0.09%
1,276
-131
128
$310K 0.09%
1,970
-2,108
129
$308K 0.09%
1,025
+127
130
$307K 0.09%
+5,892
131
$305K 0.09%
9,099
-1,209
132
$304K 0.09%
+15,551
133
$303K 0.09%
+28,855
134
$300K 0.09%
10,190
-360
135
$298K 0.09%
575
-97
136
$296K 0.09%
+5,101
137
$294K 0.08%
5,549
+31
138
$293K 0.08%
6,145
+588
139
$292K 0.08%
3,716
+212
140
$288K 0.08%
1,112
-164
141
$288K 0.08%
16,132
+1,617
142
$286K 0.08%
17,127
+1,271
143
$281K 0.08%
1,938
-542
144
$278K 0.08%
2,691
+239
145
$277K 0.08%
+3,971
146
$273K 0.08%
+579
147
$269K 0.08%
5,457
-1,319
148
$266K 0.08%
+1,083
149
$266K 0.08%
3,170
-3,354
150
$265K 0.08%
+1,217
4 5
6
7 8