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
$280M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$6.45M
3
+$4.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.04M

Top Sells

1
+$17.6M
2
+$16.5M
3
+$361K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$287K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$140K

Sector Composition

1 Healthcare 8.28%
2 Financials 5.58%
3 Industrials 5.38%
4 Technology 4.25%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$48K 0.02%
172
252
$48K 0.02%
221
-11
253
$47K 0.02%
324
254
$46K 0.02%
435
255
$46K 0.02%
3,022
-454
256
$45K 0.02%
338
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$45K 0.02%
264
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258
$44K 0.02%
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259
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260
$44K 0.02%
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261
$43K 0.02%
987
+138
262
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694
263
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240
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264
$42K 0.02%
542
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265
$40K 0.01%
186
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$40K 0.01%
125
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267
$40K 0.01%
122
268
$38K 0.01%
600
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$37K 0.01%
520
273
$36K 0.01%
316
274
$36K 0.01%
290
275
$36K 0.01%
263
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