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
$280M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$6.45M
3
+$4.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.04M

Top Sells

1
+$17.6M
2
+$16.5M
3
+$361K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$287K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$140K

Sector Composition

1 Healthcare 8.28%
2 Financials 5.58%
3 Industrials 5.38%
4 Technology 4.25%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
159
452
$3K ﹤0.01%
+483
453
$3K ﹤0.01%
62
454
$3K ﹤0.01%
71
455
$3K ﹤0.01%
103
456
$3K ﹤0.01%
26
457
$3K ﹤0.01%
99
458
$3K ﹤0.01%
14
459
$3K ﹤0.01%
23
460
$3K ﹤0.01%
110
461
$3K ﹤0.01%
169
462
$3K ﹤0.01%
18
463
$3K ﹤0.01%
7
464
$3K ﹤0.01%
69
465
$3K ﹤0.01%
22
466
$3K ﹤0.01%
24
467
$3K ﹤0.01%
157
468
$3K ﹤0.01%
52
469
$3K ﹤0.01%
14
470
$3K ﹤0.01%
27
471
$3K ﹤0.01%
22
472
$3K ﹤0.01%
37
473
$3K ﹤0.01%
273
474
$3K ﹤0.01%
118
475
$3K ﹤0.01%
30
17 18
19
20 21