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
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$680K
3
+$634K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$613K
5
MSPRW
MSP Recovery Inc Warrant
MSPRW
+$612K

Top Sells

1
+$33.2M
2
+$9.65M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$767K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$762K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$29K 0.01%
1,521
+234
302
$29K 0.01%
261
-51
303
$29K 0.01%
326
304
$29K 0.01%
417
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305
$29K 0.01%
1,284
306
$28K 0.01%
117
-4
307
$27K 0.01%
267
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308
$27K 0.01%
265
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309
$27K 0.01%
90
310
$26K 0.01%
96
311
$26K 0.01%
126
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312
$25K 0.01%
174
-13
313
$25K 0.01%
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314
$24K 0.01%
1,424
-241
315
$24K 0.01%
85
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316
$24K 0.01%
492
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317
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192
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403
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$23K 0.01%
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$22K 0.01%
383
11 12
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