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
$293M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.08M
3
+$2.55M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.22M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.05M

Top Sells

1
+$9.26M
2
+$4.53M
3
+$3.5M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.75M
5
NLSN
Nielsen Holdings plc
NLSN
+$1.18M

Sector Composition

1 Financials 5.75%
2 Healthcare 5.27%
3 Industrials 5.14%
4 Technology 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
27
-9
427
$5K ﹤0.01%
67
+6
428
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171
429
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211
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430
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91
431
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75
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174
433
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-12
434
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35
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$4K ﹤0.01%
50
436
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44
437
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35
438
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40
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7
440
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$4K ﹤0.01%
75
446
$4K ﹤0.01%
246
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447
$4K ﹤0.01%
36
448
$4K ﹤0.01%
118
449
$4K ﹤0.01%
58
450
$4K ﹤0.01%
102
+19
16 17
18
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