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
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$680K
3
+$634K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$613K
5
MSPRW
MSP Recovery Inc Warrant
MSPRW
+$612K

Top Sells

1
+$33.2M
2
+$9.65M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$767K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$762K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
+236
352
$14K ﹤0.01%
200
353
$14K ﹤0.01%
141
-3
354
$14K ﹤0.01%
+303
355
$14K ﹤0.01%
+45
356
$13K ﹤0.01%
308
357
$13K ﹤0.01%
156
358
$12K ﹤0.01%
19
359
$12K ﹤0.01%
115
360
$11K ﹤0.01%
221
-6
361
$11K ﹤0.01%
20
362
$11K ﹤0.01%
470
363
$10K ﹤0.01%
290
364
$10K ﹤0.01%
45
-42
365
$10K ﹤0.01%
82
-22
366
$10K ﹤0.01%
64
+47
367
$10K ﹤0.01%
116
-71
368
$10K ﹤0.01%
25
-42
369
$9K ﹤0.01%
37
370
$9K ﹤0.01%
79
-48
371
$9K ﹤0.01%
54
-15
372
$9K ﹤0.01%
123
-56
373
$9K ﹤0.01%
108
374
$9K ﹤0.01%
90
375
$9K ﹤0.01%
210
-165
13 14
15
16 17