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
201
$105K 0.04%
+815
202
$104K 0.04%
+2,000
203
$102K 0.04%
+2,266
204
$101K 0.04%
+1,180
205
$100K 0.04%
+776
206
$100K 0.04%
+1,292
207
$98K 0.04%
+1,870
208
$97K 0.04%
+389
209
$96K 0.04%
+456
210
$93K 0.04%
+1,106
211
$92K 0.04%
+669
212
$92K 0.04%
+433
213
$92K 0.04%
+2,485
214
$91K 0.04%
+3,200
215
$91K 0.04%
+482
216
$91K 0.04%
+2,242
217
$90K 0.04%
+2,659
218
$89K 0.04%
+2,700
219
$86K 0.04%
+1,650
220
$83K 0.04%
+1,554
221
$83K 0.04%
+612
222
$82K 0.03%
+2,430
223
$82K 0.03%
+359
224
$80K 0.03%
+360
225
$80K 0.03%
+1,224
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