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
26
$882K 0.32%
3,960
-188
27
$874K 0.32%
2,979
+199
28
$857K 0.31%
13,725
+1,232
29
$832K 0.3%
32,049
30
$816K 0.3%
4,871
+440
31
$771K 0.28%
6,979
+3,976
32
$770K 0.28%
14,877
+1,058
33
$747K 0.27%
4,627
+316
34
$726K 0.27%
974
+36
35
$677K 0.25%
32,312
+6,652
36
$673K 0.25%
35,058
+9,614
37
$670K 0.25%
2,094
+138
38
$663K 0.24%
12,771
+1,728
39
$662K 0.24%
12,171
+331
40
$656K 0.24%
5,063
+772
41
$648K 0.24%
4,581
-59
42
$624K 0.23%
3,981
+685
43
$610K 0.22%
4,208
-28
44
$607K 0.22%
994
+104
45
$604K 0.22%
1,407
+238
46
$595K 0.22%
354
+62
47
$594K 0.22%
816
+29
48
$592K 0.22%
9,102
+1,259
49
$585K 0.21%
8,036
+636
50
$569K 0.21%
1,581
+78
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2
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