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
276
$35K 0.01%
174
277
$35K 0.01%
1,500
-42
278
$35K 0.01%
591
-48
279
$35K 0.01%
265
280
$34K 0.01%
412
281
$34K 0.01%
717
-3
282
$34K 0.01%
309
283
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126
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284
$33K 0.01%
1,163
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285
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286
$33K 0.01%
82
287
$32K 0.01%
172
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288
$32K 0.01%
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-7
289
$32K 0.01%
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290
$31K 0.01%
376
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291
$31K 0.01%
375
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292
$31K 0.01%
187
-1
293
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294
$31K 0.01%
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295
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296
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85
297
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230
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298
$30K 0.01%
852
299
$30K 0.01%
2,589
300
$29K 0.01%
310
+109
10 11
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