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
$293M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.23M
3
+$2.56M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.24M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.04M

Top Sells

1
+$8.96M
2
+$4.59M
3
+$3.65M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.74M
5
NLSN
Nielsen Holdings plc
NLSN
+$1.18M

Sector Composition

1 Financials 5.75%
2 Healthcare 5.27%
3 Industrials 5.14%
4 Consumer Discretionary 3.82%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$27K 0.01%
212
-47
327
$27K 0.01%
501
+122
328
$27K 0.01%
510
+61
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249
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330
$25K 0.01%
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331
$25K 0.01%
325
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332
$25K 0.01%
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333
$24K 0.01%
+230
334
$24K 0.01%
240
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$23K 0.01%
1,070
-215
336
$23K 0.01%
314
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337
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+132
338
$23K 0.01%
227
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339
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228
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$23K 0.01%
319
341
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11
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342
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346
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102
347
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348
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349
$20K 0.01%
74
350
$20K 0.01%
166
-527
12 13
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15 16