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
151
$266K 0.08%
1,074
+139
152
$260K 0.08%
27,638
+4,390
153
$253K 0.07%
2,560
-472
154
$252K 0.07%
47,104
+8,299
155
$249K 0.07%
2,177
+282
156
$240K 0.07%
3,182
-14
157
$225K 0.07%
13,453
-128
158
$224K 0.07%
749
+121
159
$217K 0.06%
66,111
-558
160
$214K 0.06%
692
-4
161
$213K 0.06%
2,217
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162
$206K 0.06%
7,369
+396
163
$200K 0.06%
28,400
+4,786
164
$194K 0.06%
84,198
+6,480
165
$191K 0.06%
1,975
-967
166
$190K 0.06%
1,035
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167
$187K 0.06%
403
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168
$186K 0.05%
1,293
-158
169
$182K 0.05%
4,454
-51
170
$179K 0.05%
1,372
-37
171
$178K 0.05%
44,848
+9,307
172
$175K 0.05%
393
+92
173
$173K 0.05%
376
+52
174
$172K 0.05%
5,736
-1,054
175
$172K 0.05%
11,926
+843
5 6
7
8 9