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
$280M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$7.16M
3
+$4.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.45M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.33M

Top Sells

1
+$19.2M
2
+$16.5M
3
+$361K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$318K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$155K

Sector Composition

1 Healthcare 8.28%
2 Financials 5.58%
3 Industrials 5.38%
4 Technology 4.25%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
142
+37
402
$6K ﹤0.01%
77
+10
403
$6K ﹤0.01%
71
404
$6K ﹤0.01%
227
405
$6K ﹤0.01%
152
406
$6K ﹤0.01%
566
407
$6K ﹤0.01%
196
408
$6K ﹤0.01%
36
409
$5K ﹤0.01%
52
410
$5K ﹤0.01%
65
411
$5K ﹤0.01%
113
412
$5K ﹤0.01%
25
413
$5K ﹤0.01%
85
+7
414
$5K ﹤0.01%
59
+12
415
$5K ﹤0.01%
77
416
$5K ﹤0.01%
42
+30
417
$5K ﹤0.01%
53
418
$5K ﹤0.01%
114
419
$5K ﹤0.01%
171
420
$5K ﹤0.01%
83
+23
421
$5K ﹤0.01%
83
+26
422
$5K ﹤0.01%
125
423
$5K ﹤0.01%
120
+16
424
$5K ﹤0.01%
217
425
$5K ﹤0.01%
108
15 16
17
18 19