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
$293M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.23M
3
+$2.56M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.24M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.04M

Top Sells

1
+$8.96M
2
+$4.59M
3
+$3.65M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.74M
5
NLSN
Nielsen Holdings plc
NLSN
+$1.18M

Sector Composition

1 Financials 5.75%
2 Healthcare 5.27%
3 Industrials 5.14%
4 Consumer Discretionary 3.82%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
115
377
$12K ﹤0.01%
90
378
$11K ﹤0.01%
72
379
$11K ﹤0.01%
20
380
$10K ﹤0.01%
137
381
$10K ﹤0.01%
+297
382
$9K ﹤0.01%
95
-28
383
$9K ﹤0.01%
210
384
$9K ﹤0.01%
108
385
$9K ﹤0.01%
63
-1
386
$9K ﹤0.01%
37
387
$9K ﹤0.01%
307
388
$8K ﹤0.01%
122
389
$8K ﹤0.01%
227
390
$8K ﹤0.01%
91
-25
391
$8K ﹤0.01%
252
392
$7K ﹤0.01%
210
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393
$7K ﹤0.01%
152
394
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566
395
$7K ﹤0.01%
83
396
$7K ﹤0.01%
13
397
$7K ﹤0.01%
43
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398
$7K ﹤0.01%
25
-20
399
$7K ﹤0.01%
102
400
$6K ﹤0.01%
217
14 15
16
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