KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.65M
3
+$2.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M
5
MBB icon
iShares MBS ETF
MBB
+$1.52M

Top Sells

1
+$496K
2
+$210K
3
+$203K
4
VEEV icon
Veeva Systems
VEEV
+$199K
5
BBWI icon
Bath & Body Works
BBWI
+$197K

Sector Composition

1 Financials 4.96%
2 Technology 4.3%
3 Communication Services 3.55%
4 Healthcare 3.39%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-84
227
– –
-123
228
– –
-206
229
– –
-102
230
– –
-2,273
231
– –
-74
232
– –
-28
233
– –
-142
234
– –
-8
235
– –
-292
236
– –
-4,030
237
– –
-45
238
– –
-197
239
– –
-451
240
– –
-11
241
– –
-15
242
– –
-358
243
– –
-25
244
– –
-108
245
– –
-350
246
– –
-638
247
– –
-69
248
– –
-63
249
– –
-1,177
250
– –
-21
8 9
10
11 12