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
376
$9K ﹤0.01%
123
377
$9K ﹤0.01%
63
-10
378
$9K ﹤0.01%
116
379
$8K ﹤0.01%
137
380
$8K ﹤0.01%
428
-192
381
$8K ﹤0.01%
93
+14
382
$8K ﹤0.01%
54
383
$8K ﹤0.01%
108
384
$8K ﹤0.01%
37
385
$8K ﹤0.01%
154
+16
386
$8K ﹤0.01%
25
387
$7K ﹤0.01%
157
388
$7K ﹤0.01%
61
389
$7K ﹤0.01%
49
+22
390
$7K ﹤0.01%
73
391
$7K ﹤0.01%
210
392
$7K ﹤0.01%
122
393
$7K ﹤0.01%
307
394
$7K ﹤0.01%
102
395
$7K ﹤0.01%
252
396
$6K ﹤0.01%
72
397
$6K ﹤0.01%
142
+37
398
$6K ﹤0.01%
196
399
$6K ﹤0.01%
227
400
$6K ﹤0.01%
152
14 15
16
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