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
+$7.03M
2
+$3.51M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.82M
5
MBB icon
iShares MBS ETF
MBB
+$1.51M

Top Sells

1
+$489K
2
+$210K
3
+$203K
4
VEEV icon
Veeva Systems
VEEV
+$199K
5
MRK icon
Merck
MRK
+$196K

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
– –
-163
227
– –
-3
228
– –
-398
229
– –
-43
230
– –
-36
231
– –
-160
232
– –
-229
233
– –
-273
234
– –
-852
235
– –
-4
236
– –
-14
237
– –
-1,998
238
– –
-133
239
– –
-86
240
– –
-1,489
241
– –
-273
242
– –
-1,410
243
– –
-734
244
– –
-48
245
– –
-23
246
– –
-153
247
– –
-9
248
– –
-1,598
249
– –
-27
250
– –
-184
8 9
10
11 12