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
$348M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Sells

1 +$2.79M
2 +$1.4M
3 +$686K
4
ARKK icon
ARK Innovation ETF
ARKK
+$647K
5
CIT
CIT Group Inc.
CIT
+$627K

Sector Composition

1 Technology 4.95%
2 Financials 4.32%
3 Industrials 4.02%
4 Healthcare 3.91%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$34K 0.01%
+326
327
$34K 0.01%
+147
328
$34K 0.01%
291
-3,104
329
$34K 0.01%
+202
330
$33K 0.01%
+1,613
331
$33K 0.01%
+392
332
$33K 0.01%
+380
333
$32K 0.01%
+360
334
$32K 0.01%
+263
335
$32K 0.01%
+173
336
$31K 0.01%
+383
337
$31K 0.01%
+237
338
$31K 0.01%
+260
339
$30K 0.01%
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340
$30K 0.01%
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341
$30K 0.01%
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342
$30K 0.01%
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343
$29K 0.01%
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344
$29K 0.01%
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345
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346
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347
$27K 0.01%
+616
348
$26K 0.01%
+173
349
$26K 0.01%
+117
350
$25K 0.01%
+476