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
201
$158K 0.05%
+959
202
$156K 0.04%
+640
203
$156K 0.04%
+4,886
204
$152K 0.04%
+21,372
205
$152K 0.04%
+3,548
206
$150K 0.04%
+4,405
207
$150K 0.04%
+1,743
208
$150K 0.04%
+589
209
$147K 0.04%
+229
210
$147K 0.04%
+2,617
211
$145K 0.04%
+539
212
$144K 0.04%
+929
213
$144K 0.04%
+2,114
214
$142K 0.04%
1,227
-2,832
215
$141K 0.04%
+674
216
$140K 0.04%
+514
217
$136K 0.04%
+2,781
218
$134K 0.04%
+372
219
$134K 0.04%
+206
220
$133K 0.04%
+921
221
$130K 0.04%
+981
222
$128K 0.04%
+9,482
223
$125K 0.04%
+337
224
$124K 0.04%
+3,550
225
$119K 0.03%
+736
7 8
9
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