KFP
KB Financial Partners Portfolio holdings
AUM
$350M
1-Year Return
19%
This Quarter Return
-0.47%
1 Year Return
+19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$273M
AUM Growth
+$8.62M
(+3.3%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
72.29%
Holding
611
New
–
Increased
137
Reduced
20
Closed
450
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$489K |
| 2 |
American International
AIG
|
+$210K |
| 3 |
Comcast
CMCSA
|
+$203K |
| 4 |
Veeva Systems
VEEV
|
+$199K |
| 5 |
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% |
