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
426
$4K ﹤0.01%
159
-98
427
$4K ﹤0.01%
32
-20
428
$4K ﹤0.01%
176
-10,414
429
$4K ﹤0.01%
27
430
$4K ﹤0.01%
35
431
$4K ﹤0.01%
169
-103
432
$4K ﹤0.01%
59
-37
433
$4K ﹤0.01%
101
434
$4K ﹤0.01%
67
-80
435
$4K ﹤0.01%
47
-29
436
$4K ﹤0.01%
87
-55
437
$4K ﹤0.01%
105
-65
438
$4K ﹤0.01%
27
439
$4K ﹤0.01%
601
440
$4K ﹤0.01%
58
441
$4K ﹤0.01%
60
-19
442
$4K ﹤0.01%
76
443
$4K ﹤0.01%
116
-4,327
444
$4K ﹤0.01%
28
-15
445
$4K ﹤0.01%
125
-64
446
$4K ﹤0.01%
234
-144
447
$3K ﹤0.01%
52
448
$3K ﹤0.01%
29
449
$3K ﹤0.01%
55
-33
450
$3K ﹤0.01%
40
16 17
18
19 20