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

Top Buys

1
+$7.03M
2
+$3.51M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.82M
5
MBB icon
iShares MBS ETF
MBB
+$1.51M

Top Sells

1
+$489K
2
+$210K
3
+$203K
4
VEEV icon
Veeva Systems
VEEV
+$199K
5
MRK icon
Merck
MRK
+$196K

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
451
– –
-720
452
– –
-72
453
– –
-85
454
– –
-476
455
– –
-17
456
– –
-397
457
– –
-684
458
– –
-338
459
– –
-40
460
– –
-49
461
– –
-89
462
– –
-37
463
– –
-227
464
– –
-23
465
– –
-90
466
– –
-586
467
– –
-169
468
– –
-26
469
– –
-191
470
– –
-414
471
– –
-33
472
– –
-193
473
– –
-809
474
– –
-1,230
475
– –
-387
17 18
19
20 21