KFP
KB Financial Partners Portfolio holdings
AUM
$350M
1-Year Return
19%
This Quarter Return
-2.64%
1 Year Return
+19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$350M
AUM Growth
-$14.3M
(-3.9%)
Cap. Flow
-$2.23M
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
65.04%
Holding
617
New
16
Increased
157
Reduced
163
Closed
36
Top Buys
| 1 |
Amazon
AMZN
|
+$115K |
| 2 |
iShares MBS ETF
MBB
|
+$90.1K |
| 3 |
Teledyne Technologies
TDY
|
+$75.6K |
| 4 |
Caterpillar
CAT
|
+$71.5K |
| 5 |
Morgan Stanley
MS
|
+$60.6K |
Top Sells
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$773K |
| 2 |
CVS Health
CVS
|
+$375K |
| 3 |
QUOT
Quotient Technology Inc
QUOT
|
+$323K |
| 4 |
Simon Property Group
SPG
|
+$301K |
| 5 |
FRG
Franchise Group, Inc.
FRG
|
+$236K |
Sector Composition
| 1 | Industrials | 6.65% |
| 2 | Financials | 6.39% |
| 3 | Technology | 5.2% |
| 4 | Consumer Discretionary | 5.05% |
| 5 | Communication Services | 2.31% |
