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
$362M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.5M
3
+$3.43M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.78M

Top Sells

1
+$625K
2
+$213K
3
+$201K
4
AAPL icon
Apple
AAPL
+$149K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$141K

Sector Composition

1 Technology 4.51%
2 Financials 4.37%
3 Industrials 4.23%
4 Healthcare 3.88%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$65K 0.02%
1,575
-8
252
$64K 0.02%
1,028
253
$62K 0.02%
395
+57
254
$61K 0.02%
1,247
+32
255
$60K 0.02%
697
-116
256
$59K 0.02%
343
-107
257
$59K 0.02%
391
-10
258
$59K 0.02%
504
-39
259
$58K 0.02%
1,528
260
$58K 0.02%
684
-41
261
$57K 0.02%
142
+9
262
$57K 0.02%
235
-20
263
$57K 0.02%
730
-192
264
$56K 0.02%
248
+43
265
$55K 0.02%
755
-1
266
$54K 0.01%
412
+80
267
$54K 0.01%
1,413
+128
268
$52K 0.01%
520
-121
269
$52K 0.01%
465
-67
270
$51K 0.01%
3,476
271
$50K 0.01%
485
+225
272
$49K 0.01%
1,607
-6
273
$49K 0.01%
575
-3
274
$49K 0.01%
324
275
$48K 0.01%
439
-542
9 10
11
12 13