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
426
$4K ﹤0.01%
59
427
$4K ﹤0.01%
101
428
$4K ﹤0.01%
67
+24
429
$4K ﹤0.01%
67
430
$4K ﹤0.01%
87
431
$4K ﹤0.01%
75
-135
432
$4K ﹤0.01%
220
433
$4K ﹤0.01%
94
434
$4K ﹤0.01%
61
435
$4K ﹤0.01%
36
436
$4K ﹤0.01%
134
437
$4K ﹤0.01%
58
438
$4K ﹤0.01%
91
439
$4K ﹤0.01%
284
440
$4K ﹤0.01%
394
441
$4K ﹤0.01%
32
442
$4K ﹤0.01%
136
443
$4K ﹤0.01%
176
444
$4K ﹤0.01%
50
445
$4K ﹤0.01%
112
446
$4K ﹤0.01%
44
447
$4K ﹤0.01%
35
448
$4K ﹤0.01%
66
449
$4K ﹤0.01%
174
450
$4K ﹤0.01%
234
16 17
18
19 20