KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
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
636
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$795K
3
+$684K
4
WE
WeWork Inc.
WE
+$670K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$619K

Top Sells

1
+$33.4M
2
+$9.67M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$861K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$777K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.41%
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
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284
-178
405
$5K ﹤0.01%
394
406
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407
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25
410
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24
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413
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414
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94
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415
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416
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420
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421
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57
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422
$5K ﹤0.01%
104
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423
$5K ﹤0.01%
174
424
$5K ﹤0.01%
136
-7,194
425
$5K ﹤0.01%
66
-26
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17
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