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
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$680K
3
+$634K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$613K
5
MSPRW
MSP Recovery Inc Warrant
MSPRW
+$612K

Top Sells

1
+$33.2M
2
+$9.65M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$767K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$762K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
53
402
$6K ﹤0.01%
171
403
$6K ﹤0.01%
36
-24
404
$6K ﹤0.01%
284
-178
405
$5K ﹤0.01%
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406
$5K ﹤0.01%
394
407
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136
-7,194
408
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409
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410
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52
-37
411
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24
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415
$5K ﹤0.01%
72
416
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$5K ﹤0.01%
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422
$5K ﹤0.01%
102
423
$5K ﹤0.01%
57
-22
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$5K ﹤0.01%
174
425
$5K ﹤0.01%
104
-64
15 16
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18 19