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
$265M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.96M
3
+$3.57M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$2.89M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.88M

Top Sells

1
+$3.37M
2
+$2.76M
3
+$1.94M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.05M
5
ZG icon
Zillow
ZG
+$1.03M

Sector Composition

1 Technology 5.34%
2 Financials 5.15%
3 Healthcare 4.32%
4 Industrials 3.84%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.3M 13.71%
421,616
+57,688
2
$24M 9.08%
55,905
-184
3
$22M 8.32%
433,830
+99,258
4
$21.5M 8.12%
198,617
+33,023
5
$20.1M 7.58%
336,263
+48,327
6
$18.7M 7.08%
546,309
+84,233
7
$18M 6.79%
514,600
+65,454
8
$13.4M 5.05%
396,476
+29,148
9
$3.21M 1.21%
87,280
-52,675
10
$2.47M 0.93%
36,546
+8,832
11
$1.91M 0.72%
7,045
-75
12
$1.88M 0.71%
5,402
+2,855
13
$1.54M 0.58%
48,065
-105,090
14
$1.38M 0.52%
11,020
-860
15
$1.26M 0.48%
76,572
+5,716
16
$1.19M 0.45%
20,383
-1,097
17
$1.19M 0.45%
6,900
-360
18
$1.18M 0.44%
25,997
+12,585
19
$1.15M 0.44%
14,027
-33,613
20
$1.12M 0.42%
10,908
-6,375
21
$1.12M 0.42%
2,617
22
$1.04M 0.39%
25,398
+2,830
23
$970K 0.37%
4,148
+2,052
24
$948K 0.36%
5,975
25
$942K 0.36%
2,352
-454
1
2 3 4 5