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
$280M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$6.45M
3
+$4.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.04M

Top Sells

1
+$17.6M
2
+$16.5M
3
+$361K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$287K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$140K

Sector Composition

1 Healthcare 8.28%
2 Financials 5.58%
3 Industrials 5.38%
4 Technology 4.25%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16K 0.01%
223
352
$16K 0.01%
379
+76
353
$16K 0.01%
381
-48
354
$16K 0.01%
179
+160
355
$15K 0.01%
122
+107
356
$15K 0.01%
169
+28
357
$15K 0.01%
+1,760
358
$15K 0.01%
176
359
$14K 0.01%
1,070
-10
360
$13K ﹤0.01%
65
361
$13K ﹤0.01%
350
-50
362
$13K ﹤0.01%
45
363
$13K ﹤0.01%
+86
364
$13K ﹤0.01%
470
365
$12K ﹤0.01%
308
366
$11K ﹤0.01%
200
367
$11K ﹤0.01%
45
368
$11K ﹤0.01%
115
369
$11K ﹤0.01%
64
370
$11K ﹤0.01%
72
-26
371
$10K ﹤0.01%
290
372
$10K ﹤0.01%
19
373
$10K ﹤0.01%
90
374
$10K ﹤0.01%
20
375
$9K ﹤0.01%
37
13 14
15
16 17