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
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$22.3M
3
+$18M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.31%
2 Financials 4.69%
3 Healthcare 4.17%
4 Communication Services 3.83%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$191K 0.08%
+5,074
152
$190K 0.08%
+1,561
153
$187K 0.08%
+3,197
154
$187K 0.08%
+1,798
155
$186K 0.08%
+1,223
156
$183K 0.08%
+4,002
157
$181K 0.08%
+2,148
158
$181K 0.08%
+846
159
$179K 0.08%
+779
160
$179K 0.08%
+2,109
161
$178K 0.08%
+1,536
162
$176K 0.07%
+3,375
163
$176K 0.07%
+2,732
164
$175K 0.07%
+349
165
$174K 0.07%
+680
166
$173K 0.07%
+1,681
167
$171K 0.07%
+1,524
168
$169K 0.07%
+4,090
169
$168K 0.07%
+3,616
170
$167K 0.07%
+827
171
$164K 0.07%
+2,082
172
$157K 0.07%
+2,081
173
$157K 0.07%
+11,215
174
$155K 0.07%
+2,449
175
$155K 0.07%
+3,833
5 6
7
8 9