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
$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
SPDR S&P 500 ETF Trust
SPY
+$141K

Sector Composition

1 Technology 4.51%
2 Financials 4.37%
3 Industrials 4.23%
4 Healthcare 3.88%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
125
402
$11K ﹤0.01%
37
403
$11K ﹤0.01%
102
+29
404
$11K ﹤0.01%
60
+12
405
$11K ﹤0.01%
+394
406
$10K ﹤0.01%
245
407
$10K ﹤0.01%
89
+5
408
$10K ﹤0.01%
566
409
$10K ﹤0.01%
307
-75
410
$10K ﹤0.01%
462
+95
411
$9K ﹤0.01%
160
412
$9K ﹤0.01%
184
413
$9K ﹤0.01%
114
414
$9K ﹤0.01%
137
415
$9K ﹤0.01%
37
-9
416
$9K ﹤0.01%
105
417
$9K ﹤0.01%
308
-157
418
$9K ﹤0.01%
401
419
$9K ﹤0.01%
53
-13
420
$9K ﹤0.01%
152
421
$9K ﹤0.01%
99
422
$9K ﹤0.01%
79
423
$8K ﹤0.01%
257
424
$8K ﹤0.01%
217
425
$8K ﹤0.01%
92
15 16
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18 19