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
176
$171K 0.05%
32,530
+6,612
177
$165K 0.05%
646
+170
178
$163K 0.05%
1,753
179
$162K 0.05%
4,750
180
$159K 0.05%
321
+42
181
$151K 0.04%
3,089
-8,313
182
$149K 0.04%
2,320
-200
183
$145K 0.04%
352
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184
$144K 0.04%
1,452
-369
185
$144K 0.04%
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-179
186
$144K 0.04%
2,710
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187
$135K 0.04%
6,763,170
-34,692
188
$134K 0.04%
880
-18
189
$131K 0.04%
234
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190
$131K 0.04%
459
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191
$125K 0.04%
3,324
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192
$120K 0.04%
1,971
-53
193
$120K 0.04%
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194
$118K 0.03%
1,673
195
$116K 0.03%
1,189
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196
$114K 0.03%
1,240
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197
$111K 0.03%
786
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198
$110K 0.03%
1,387
-27
199
$110K 0.03%
2,781
200
$109K 0.03%
1,352
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