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

Top Buys

1
+$3.86M
2
+$3.23M
3
+$2.56M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.24M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.04M

Top Sells

1
+$8.96M
2
+$4.59M
3
+$3.65M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.74M
5
NLSN
Nielsen Holdings plc
NLSN
+$1.18M

Sector Composition

1 Financials 5.75%
2 Healthcare 5.27%
3 Industrials 5.14%
4 Consumer Discretionary 3.82%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
67
+6
427
$5K ﹤0.01%
89
-25
428
$5K ﹤0.01%
601
429
$5K ﹤0.01%
171
430
$5K ﹤0.01%
211
-13,111
431
$5K ﹤0.01%
102
432
$5K ﹤0.01%
27
-9
433
$5K ﹤0.01%
75
-8
434
$5K ﹤0.01%
174
435
$4K ﹤0.01%
483
436
$4K ﹤0.01%
50
437
$4K ﹤0.01%
44
438
$4K ﹤0.01%
35
439
$4K ﹤0.01%
40
-12
440
$4K ﹤0.01%
7
441
$4K ﹤0.01%
56
-11
442
$4K ﹤0.01%
69
443
$4K ﹤0.01%
65
-20
444
$4K ﹤0.01%
23
-1
445
$4K ﹤0.01%
116
-26
446
$4K ﹤0.01%
75
447
$4K ﹤0.01%
246
+26
448
$4K ﹤0.01%
14
449
$4K ﹤0.01%
36
450
$4K ﹤0.01%
118
16 17
18
19 20