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
$273M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.65M
3
+$2.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M
5
MBB icon
iShares MBS ETF
MBB
+$1.52M

Top Sells

1
+$496K
2
+$210K
3
+$203K
4
VEEV icon
Veeva Systems
VEEV
+$199K
5
BBWI icon
Bath & Body Works
BBWI
+$197K

Sector Composition

1 Financials 4.96%
2 Technology 4.3%
3 Communication Services 3.55%
4 Healthcare 3.39%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-13
427
– –
-96
428
– –
-170
429
– –
-70
430
– –
-835
431
– –
-27
432
– –
-15
433
– –
-22
434
– –
-35
435
– –
-95
436
– –
-17
437
– –
-2,781
438
– –
-102
439
– –
-2,419
440
– –
-369
441
– –
-363
442
– –
-145
443
– –
-69
444
– –
-149
445
– –
-13
446
– –
-147
447
– –
-882
448
– –
-174
449
– –
-15
450
– –
-197
16 17
18
19 20