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
176
$154K 0.07%
+500
177
$152K 0.06%
+623
178
$151K 0.06%
+723
179
$148K 0.06%
+2,781
180
$145K 0.06%
+499
181
$145K 0.06%
+290
182
$144K 0.06%
+483
183
$140K 0.06%
+888
184
$140K 0.06%
+4,390
185
$138K 0.06%
+361
186
$137K 0.06%
+1,670
187
$137K 0.06%
+685
188
$134K 0.06%
+693
189
$134K 0.06%
+2,402
190
$130K 0.06%
+661
191
$128K 0.05%
+1,732
192
$126K 0.05%
+481
193
$125K 0.05%
+3,195
194
$121K 0.05%
+1,062
195
$121K 0.05%
+531
196
$120K 0.05%
+989
197
$120K 0.05%
+429
198
$109K 0.05%
+717
199
$106K 0.05%
+975
200
$106K 0.05%
+376
6 7
8
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