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
301
$29K 0.01%
1,904
+383
302
$29K 0.01%
415
-150
303
$29K 0.01%
259
-2
304
$29K 0.01%
239
+47
305
$29K 0.01%
520
306
$29K 0.01%
75
307
$29K 0.01%
1,284
308
$28K 0.01%
133
-39
309
$28K 0.01%
1,560
310
$28K 0.01%
254
+105
311
$28K 0.01%
91
+85
312
$28K 0.01%
+1,039
313
$26K 0.01%
96
314
$26K 0.01%
415
-2
315
$25K 0.01%
1,285
-688
316
$25K 0.01%
240
-73
317
$25K 0.01%
345
-56
318
$24K 0.01%
304
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319
$24K 0.01%
136
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320
$24K 0.01%
383
321
$24K 0.01%
1,147
+126
322
$23K 0.01%
722
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323
$23K 0.01%
351
324
$23K 0.01%
265
-2
325
$23K 0.01%
+392
11 12
13
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