KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
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
State Street SPDR S&P 500 ETF Trust
SPY
+$141K

Sector Composition

1 Technology 4.5%
2 Financials 4.37%
3 Industrials 4.23%
4 Healthcare 3.88%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K ﹤0.01%
308
377
$16K ﹤0.01%
+156
378
$15K ﹤0.01%
19
-3
379
$15K ﹤0.01%
243
-609
380
$15K ﹤0.01%
69
381
$14K ﹤0.01%
226
-99
382
$14K ﹤0.01%
115
383
$14K ﹤0.01%
152
-34
384
$14K ﹤0.01%
+470
385
$14K ﹤0.01%
292
+145
386
$14K ﹤0.01%
99
-25
387
$13K ﹤0.01%
90
388
$13K ﹤0.01%
116
-836
389
$13K ﹤0.01%
227
+60
390
$13K ﹤0.01%
168
391
$12K ﹤0.01%
290
392
$12K ﹤0.01%
127
393
$12K ﹤0.01%
207
394
$12K ﹤0.01%
87
395
$12K ﹤0.01%
123
396
$12K ﹤0.01%
20
397
$11K ﹤0.01%
179
398
$11K ﹤0.01%
174
399
$11K ﹤0.01%
69
+6
400
$11K ﹤0.01%
108
14 15
16
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