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
151
$264K 0.08%
2,337
-916
152
$262K 0.08%
+15,500
153
$262K 0.08%
+33,644
154
$261K 0.07%
3,720
-1,802
155
$259K 0.07%
3,594
-1,162
156
$252K 0.07%
1,248
+253
157
$250K 0.07%
+1,137
158
$248K 0.07%
+8,139
159
$246K 0.07%
+3,353
160
$244K 0.07%
+2,965
161
$242K 0.07%
427
-98
162
$240K 0.07%
7,105
-777
163
$238K 0.07%
+2,319
164
$232K 0.07%
+2,003
165
$231K 0.07%
+17,832
166
$230K 0.07%
871
-461
167
$229K 0.07%
+3,440
168
$229K 0.07%
+493
169
$229K 0.07%
+3,887
170
$228K 0.07%
8,051
+384
171
$228K 0.07%
9,450
-22,599
172
$228K 0.07%
3,899
-416
173
$227K 0.07%
+8,909
174
$226K 0.06%
+1,886
175
$217K 0.06%
945
-94
5 6
7
8 9