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
$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
301
– –
-4
302
– –
-14
303
– –
-1,998
304
– –
-133
305
– –
-86
306
– –
-1,489
307
– –
-273
308
– –
-1,410
309
– –
-734
310
– –
-153
311
– –
-9
312
– –
-153
313
– –
-1,598
314
– –
-27
315
– –
-184
316
– –
-769
317
– –
-1,366
318
– –
-205
319
– –
-102
320
– –
-1,765
321
– –
-216
322
– –
-9
323
– –
-71
324
– –
-58
325
– –
-114
11 12
13
14 15