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
351
$21K 0.01%
429
-12
352
$20K 0.01%
201
353
$20K 0.01%
223
354
$20K 0.01%
495
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355
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356
$20K 0.01%
87
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357
$20K 0.01%
167
358
$19K 0.01%
80
-2
359
$19K 0.01%
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360
$19K 0.01%
102
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361
$19K 0.01%
134
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362
$19K 0.01%
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363
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364
$18K 0.01%
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365
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250
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$18K 0.01%
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368
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369
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$17K ﹤0.01%
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$17K ﹤0.01%
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372
$17K ﹤0.01%
375
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$16K ﹤0.01%
+156
374
$16K ﹤0.01%
144
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375
$16K ﹤0.01%
179
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