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
$362M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.5M
3
+$3.43M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.78M

Top Sells

1
+$625K
2
+$213K
3
+$201K
4
AAPL icon
Apple
AAPL
+$149K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$141K

Sector Composition

1 Technology 4.51%
2 Financials 4.37%
3 Industrials 4.23%
4 Healthcare 3.88%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28K 0.01%
+165
327
$28K 0.01%
+139
328
$27K 0.01%
589
-140
329
$27K 0.01%
1,102
+367
330
$27K 0.01%
85
+45
331
$26K 0.01%
1,044
-7
332
$26K 0.01%
351
333
$25K 0.01%
454
+183
334
$25K 0.01%
+233
335
$25K 0.01%
73
336
$25K 0.01%
+272
337
$25K 0.01%
102
+16
338
$24K 0.01%
910
+3
339
$24K 0.01%
+107
340
$23K 0.01%
420
-70
341
$23K 0.01%
243
342
$23K 0.01%
601
343
$23K 0.01%
1,110
-620
344
$23K 0.01%
+187
345
$21K 0.01%
175
-15
346
$21K 0.01%
1,287
+2
347
$21K 0.01%
573
348
$21K 0.01%
58
349
$21K 0.01%
171
-2
350
$21K 0.01%
176
12 13
14
15 16