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
176
$208K 0.06%
579
-636
177
$207K 0.06%
+3,717
178
$202K 0.06%
3,350
-6,590
179
$201K 0.06%
+672
180
$199K 0.06%
6,116
-6,980
181
$194K 0.06%
552
-330
182
$190K 0.05%
+1,976
183
$189K 0.05%
+1,194
184
$188K 0.05%
2,384
-161
185
$184K 0.05%
710
-1,007
186
$183K 0.05%
1,673
-14
187
$180K 0.05%
+2,025
188
$180K 0.05%
952
+7
189
$179K 0.05%
+1,271
190
$179K 0.05%
+984
191
$176K 0.05%
692
-138
192
$173K 0.05%
+264
193
$173K 0.05%
1,979
-503
194
$168K 0.05%
+2,956
195
$168K 0.05%
+714
196
$167K 0.05%
+2,477
197
$165K 0.05%
+1,824
198
$163K 0.05%
+10,790
199
$162K 0.05%
+598
200
$161K 0.05%
+2,572
6 7
8
9 10