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
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
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 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
50
452
$3K ﹤0.01%
26
453
$3K ﹤0.01%
99
454
$3K ﹤0.01%
45
-28
455
$3K ﹤0.01%
14
456
$3K ﹤0.01%
23
457
$3K ﹤0.01%
110
458
$3K ﹤0.01%
7
-631
459
$3K ﹤0.01%
43
-27
460
$3K ﹤0.01%
69
461
$3K ﹤0.01%
200
-123
462
$3K ﹤0.01%
22
-7
463
$3K ﹤0.01%
157
464
$3K ﹤0.01%
52
465
$3K ﹤0.01%
14
-230
466
$3K ﹤0.01%
22
467
$3K ﹤0.01%
37
-23
468
$3K ﹤0.01%
273
469
$3K ﹤0.01%
45
470
$3K ﹤0.01%
36
471
$3K ﹤0.01%
19
472
$3K ﹤0.01%
118
+18
473
$3K ﹤0.01%
30
-18
474
$3K ﹤0.01%
134
-82
475
$3K ﹤0.01%
52
17 18
19
20 21